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

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

B. Riley Wealth Advisors, Inc. held 104,657 APMU 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 104,657 shares
    Change vs previous 13F +7,072 shares

    0.1% of the 13F portfolio, value $2,507,543.

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

  2. period ended2026-06-30
    13F 97,585 shares
    Change vs previous 13F +3,728 shares

    0.13% of the 13F portfolio, value $2,442,057.

    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 93,857 shares
    Change vs previous 13F -381 shares

    0.15% of the 13F portfolio, value $2,328,593.

    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 94,238 shares
    Change vs previous 13F +16,633 shares

    0.11% of the 13F portfolio, value $2,364,431.

    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 77,605 shares
    Change vs previous 13F +14,396 shares

    0.09% of the 13F portfolio, value $1,950,992.

    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 63,209 shares
    Change vs previous 13F -776 shares

    0.08% of the 13F portfolio, value $1,566,951.

    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 63,985 shares
    Change vs previous 13F +105 shares

    0.05% of the 13F portfolio, value $1,580,428.

    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 63,880 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,574,954.

    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).