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

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

B. Riley Wealth Advisors, Inc. held 64,564 BOND 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 64,564 shares
    Change vs previous 13F -14,917 shares

    0.22% of the 13F portfolio, value $5,616,401.

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

  2. period ended2026-06-30
    13F 79,481 shares
    Change vs previous 13F +5,455 shares

    0.4% of the 13F portfolio, value $7,362,287.

    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 74,026 shares
    Change vs previous 13F +4,154 shares

    0.44% of the 13F portfolio, value $6,814,069.

    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 69,872 shares
    Change vs previous 13F +9,161 shares

    0.31% of the 13F portfolio, value $6,503,677.

    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 60,711 shares
    Change vs previous 13F -34,156 shares

    0.27% of the 13F portfolio, value $5,667,360.

    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 94,867 shares
    Change vs previous 13F -28,179 shares

    0.42% of the 13F portfolio, value $8,744,808.

    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 123,046 shares
    Change vs previous 13F -2,767 shares

    0.35% of the 13F portfolio, value $11,378,037.

    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 125,813 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $11,425,106.

    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).