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

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

B. Riley Wealth Advisors, Inc. held 109,784 AGI 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 109,784 shares
    Change vs previous 13F -9,015 shares

    0.14% of the 13F portfolio, value $3,555,899.

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

  2. period ended2026-06-30
    13F 118,799 shares
    Change vs previous 13F -2,077 shares

    0.2% of the 13F portfolio, value $3,651,895.

    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 120,876 shares
    Change vs previous 13F -15 shares

    0.33% of the 13F portfolio, value $5,046,588.

    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 120,891 shares
    Change vs previous 13F -3,434 shares

    0.22% of the 13F portfolio, value $4,663,962.

    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 124,325 shares
    Change vs previous 13F +7,723 shares

    0.21% of the 13F portfolio, value $4,333,986.

    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 116,602 shares
    Change vs previous 13F -86,160 shares

    0.15% of the 13F portfolio, value $3,096,942.

    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 202,762 shares
    Change vs previous 13F +17,110 shares

    0.16% of the 13F portfolio, value $5,421,849.

    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 185,652 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $3,423,419.

    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).