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

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

B. Riley Wealth Advisors, Inc. held 5,824 BDX 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 5,824 shares
    Change vs previous 13F +143 shares

    0.04% of the 13F portfolio, value $1,042,413.

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

  2. period ended2026-06-30
    13F 5,681 shares
    Change vs previous 13F +322 shares

    0.05% of the 13F portfolio, value $881,587.

    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 5,359 shares
    Change vs previous 13F -563 shares

    0.05% of the 13F portfolio, value $828,926.

    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 5,922 shares
    Change vs previous 13F -440 shares

    0.05% of the 13F portfolio, value $1,149,222.

    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 6,362 shares
    Change vs previous 13F +655 shares

    0.06% of the 13F portfolio, value $1,190,843.

    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 5,707 shares
    Change vs previous 13F -78 shares

    0.05% of the 13F portfolio, value $982,924.

    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 5,785 shares
    Change vs previous 13F +894 shares

    0.04% of the 13F portfolio, value $1,325,135.

    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 4,891 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,109,687.

    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).