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

B. Riley Wealth Advisors, Inc. held 9,568 APAM shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 9,568 shares

   Change vs previous 13F +935 shares

   0.02% of the 13F portfolio, value $334,785.

   13F-HR 0001464811-26-000007 filed by B. Riley Wealth Advisors, Inc.
   Filed 2026-07-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 8,633 shares

   Change vs previous 13F -2,274 shares

   0.02% of the 13F portfolio, value $307,337.

   13F-HR 0001464811-26-000006 filed by B. Riley Wealth Advisors, Inc.
   Filed 2026-04-27 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 10,907 shares

   Change vs previous 13F +43 shares

   0.02% of the 13F portfolio, value $444,348.

   13F-HR 0001464811-26-000005 filed by B. Riley Wealth Advisors, Inc.
   Filed 2026-02-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 10,864 shares

   Change vs previous 13F -908 shares

   0.02% of the 13F portfolio, value $471,495.

   13F-HR 0001464811-25-000004 filed by B. Riley Wealth Advisors, Inc.
   Filed 2025-10-31 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 11,772 shares

   Change vs previous 13F not available

   0.03% of the 13F portfolio, value $521,853.

   13F-HR 0001085146-25-005368 filed by B. Riley Wealth Advisors, Inc.
   Filed 2025-08-19 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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