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

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

B. Riley Wealth Advisors, Inc. held 46,813 BSV 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 46,813 shares
    Change vs previous 13F -724 shares

    0.14% of the 13F portfolio, value $3,576,486.

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

  2. period ended2026-06-30
    13F 47,537 shares
    Change vs previous 13F -1,991 shares

    0.2% of the 13F portfolio, value $3,708,850.

    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 49,528 shares
    Change vs previous 13F +1,455 shares

    0.25% of the 13F portfolio, value $3,878,066.

    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 48,073 shares
    Change vs previous 13F -4,210 shares

    0.18% of the 13F portfolio, value $3,788,595.

    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 52,283 shares
    Change vs previous 13F -1,133 shares

    0.2% of the 13F portfolio, value $4,125,630.

    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 53,416 shares
    Change vs previous 13F -30,307 shares

    0.2% of the 13F portfolio, value $4,203,863.

    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 83,723 shares
    Change vs previous 13F -8,103 shares

    0.2% of the 13F portfolio, value $6,553,850.

    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 91,826 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $7,095,390.

    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).