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

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

B. Riley Wealth Advisors, Inc. held 15,767 ARCC 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 15,767 shares
    Change vs previous 13F +5,288 shares

    0.01% of the 13F portfolio, value $301,147.

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

  2. period ended2026-06-30
    13F 10,479 shares
    Change vs previous 13F -1,351 shares

    0.01% of the 13F portfolio, value $193,964.

    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 11,830 shares
    Change vs previous 13F -12,367 shares

    0.01% of the 13F portfolio, value $209,865.

    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 24,197 shares
    Change vs previous 13F -985 shares

    0.02% of the 13F portfolio, value $489,507.

    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 25,182 shares
    Change vs previous 13F -9 shares

    0.02% of the 13F portfolio, value $513,956.

    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 25,191 shares
    Change vs previous 13F -40,354 shares

    0.03% of the 13F portfolio, value $553,200.

    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 65,545 shares
    Change vs previous 13F +12,736 shares

    0.04% of the 13F portfolio, value $1,452,477.

    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 52,809 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,155,996.

    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).