B. Riley Wealth Advisors, Inc.: BUI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of B. Riley Wealth Advisors, Inc. on BUI, newest first. How the timeline and the estimate are built.
B. Riley Wealth Advisors, Inc. held 25,466 BUI shares at 2026-06-30 per its 13F-HR filed 2026-07-14.
the latest 13F is the newest step
- period ended2026-06-3013F 25,466 sharesChange vs previous 13F +4,680 shares
0.04% of the 13F portfolio, value $738,519.
13F-HR 0001464811-26-000007 filed by B. Riley Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 20,786 sharesChange vs previous 13F +598 shares
0.03% of the 13F portfolio, value $537,521.
13F-HR 0001464811-26-000006 filed by B. Riley Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 20,188 sharesChange vs previous 13F +706 shares
0.02% of the 13F portfolio, value $518,626.
13F-HR 0001464811-26-000005 filed by B. Riley Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 19,482 sharesChange vs previous 13F -1,760 shares
0.02% of the 13F portfolio, value $509,850.
13F-HR 0001464811-25-000004 filed by B. Riley Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 21,242 sharesChange vs previous 13F +3,162 shares
0.03% of the 13F portfolio, value $546,973.
13F-HR 0001085146-25-005368 filed by B. Riley Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 18,080 sharesChange vs previous 13F +2,464 shares
0.01% of the 13F portfolio, value $409,143.
13F-HR 0001464811-26-000009 filed by B. Riley Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 15,616 sharesChange vs previous 13F +375 shares
0.01% of the 13F portfolio, value $365,892.
13F-HR 0001213900-25-016975 filed by B. Riley Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 15,241 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $368,792.
13F-HR 0001213900-24-108922 filed by B. Riley Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).