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

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

B. Riley Wealth Advisors, Inc. held 83,390 BDVL 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 83,390 shares
    Change vs previous 13F +25,593 shares

    0.09% of the 13F portfolio, value $2,178,158.

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

  2. period ended2026-06-30
    13F 57,797 shares
    Change vs previous 13F +24,080 shares

    0.08% of the 13F portfolio, value $1,494,664.

    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 33,717 shares
    Change vs previous 13F +5,377 shares

    0.05% of the 13F portfolio, value $814,212.

    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 28,340 shares
    Change vs previous 13F +4,676 shares

    0.03% of the 13F portfolio, value $702,991.

    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 23,664 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $591,600.

    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).