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

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

B. Riley Wealth Advisors, Inc. held 287,611 APIE 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 287,611 shares
    Change vs previous 13F +34,671 shares

    0.44% of the 13F portfolio, value $11,064,380.

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

  2. period ended2026-06-30
    13F 252,940 shares
    Change vs previous 13F +41,467 shares

    0.53% of the 13F portfolio, value $9,687,589.

    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 211,473 shares
    Change vs previous 13F -11,400 shares

    0.47% of the 13F portfolio, value $7,217,979.

    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 222,873 shares
    Change vs previous 13F +24,355 shares

    0.37% of the 13F portfolio, value $7,914,211.

    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 198,518 shares
    Change vs previous 13F -3,658 shares

    0.34% of the 13F portfolio, value $7,045,393.

    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 202,176 shares
    Change vs previous 13F +7,493 shares

    0.33% of the 13F portfolio, value $6,736,489.

    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 194,683 shares
    Change vs previous 13F +5,200 shares

    0.18% of the 13F portfolio, value $5,852,184.

    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 189,483 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $5,309,322.

    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).