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

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

B. Riley Wealth Advisors, Inc. held 23,251 BLV 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 23,251 shares
    Change vs previous 13F -1,656 shares

    0.06% of the 13F portfolio, value $1,458,546.

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

  2. period ended2026-06-30
    13F 24,907 shares
    Change vs previous 13F +532 shares

    0.09% of the 13F portfolio, value $1,733,493.

    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 24,375 shares
    Change vs previous 13F +643 shares

    0.11% of the 13F portfolio, value $1,670,385.

    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 23,732 shares
    Change vs previous 13F -2,422 shares

    0.08% of the 13F portfolio, value $1,649,876.

    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 26,154 shares
    Change vs previous 13F -1,211 shares

    0.09% of the 13F portfolio, value $1,853,035.

    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 27,365 shares
    Change vs previous 13F -61,082 shares

    0.09% of the 13F portfolio, value $1,902,970.

    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 88,447 shares
    Change vs previous 13F -4,975 shares

    0.19% of the 13F portfolio, value $6,228,400.

    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 93,422 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $6,392,874.

    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).