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

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

B. Riley Wealth Advisors, Inc. held 1,180 AJG 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 1,180 shares
    Change vs previous 13F +191 shares

    0.01% of the 13F portfolio, value $269,060.

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

  2. period ended2026-06-30
    13F 989 shares
    Change vs previous 13F -351 shares

    0.01% of the 13F portfolio, value $224,680.

    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 1,340 shares
    Change vs previous 13F -278 shares

    0.02% of the 13F portfolio, value $289,333.

    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 1,618 shares
    Change vs previous 13F -1,802 shares

    0.02% of the 13F portfolio, value $418,603.

    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 3,420 shares
    Change vs previous 13F -202 shares

    0.05% of the 13F portfolio, value $1,059,338.

    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 3,622 shares
    Change vs previous 13F -6,303 shares

    0.06% of the 13F portfolio, value $1,159,608.

    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 9,925 shares
    Change vs previous 13F +459 shares

    0.1% of the 13F portfolio, value $3,426,530.

    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 9,466 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,686,835.

    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).