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B. Riley Wealth Advisors, Inc.: AGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of B. Riley Wealth Advisors, Inc. on AGG, newest first. How the timeline and the estimate are built.

B. Riley Wealth Advisors, Inc. held 47,671 AGG shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 47,671 shares
    Change vs previous 13F +36,846 shares

    0.18% of the 13F portfolio, value $4,506,854.

    13F-HR 0001464811-26-000010 filed by B. Riley Wealth Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 10,825 shares
    Change vs previous 13F -34,762 shares

    0.06% of the 13F portfolio, value $1,075,701.

    13F-HR 0001464811-26-000007 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 45,587 shares
    Change vs previous 13F -42,700 shares

    0.29% of the 13F portfolio, value $4,514,936.

    13F-HR 0001464811-26-000006 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 88,287 shares
    Change vs previous 13F +2,848 shares

    0.42% of the 13F portfolio, value $8,818,125.

    13F-HR 0001464811-26-000005 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 85,439 shares
    Change vs previous 13F +883 shares

    0.41% of the 13F portfolio, value $8,565,288.

    13F-HR 0001464811-25-000004 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 84,556 shares
    Change vs previous 13F -32,206 shares

    0.41% of the 13F portfolio, value $8,387,953.

    13F-HR 0001085146-25-005368 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 116,762 shares
    Change vs previous 13F +78,964 shares

    0.35% of the 13F portfolio, value $11,550,089.

    13F-HR 0001464811-26-000009 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 37,798 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $3,662,615.

    13F-HR 0001213900-25-016975 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).