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

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

B. Riley Wealth Advisors, Inc. held 8,212 ARKK 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 8,212 shares
    Change vs previous 13F -2,335 shares

    0.03% of the 13F portfolio, value $731,705.

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

  2. period ended2026-06-30
    13F 10,547 shares
    Change vs previous 13F -427 shares

    0.05% of the 13F portfolio, value $850,402.

    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 10,974 shares
    Change vs previous 13F -673 shares

    0.05% of the 13F portfolio, value $697,069.

    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 11,647 shares
    Change vs previous 13F -3,397 shares

    0.04% of the 13F portfolio, value $895,899.

    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 15,044 shares
    Change vs previous 13F -2,854 shares

    0.06% of the 13F portfolio, value $1,298,318.

    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 17,898 shares
    Change vs previous 13F -1,539 shares

    0.06% of the 13F portfolio, value $1,258,065.

    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 19,437 shares
    Change vs previous 13F -115 shares

    0.03% of the 13F portfolio, value $924,810.

    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 19,552 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,109,968.

    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).