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

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

B. Riley Wealth Advisors, Inc. held 89,774 BUXX 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 89,774 shares
    Change vs previous 13F +1,047 shares

    0.07% of the 13F portfolio, value $1,809,851.

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

  2. period ended2026-06-30
    13F 88,727 shares
    Change vs previous 13F +28,031 shares

    0.1% of the 13F portfolio, value $1,794,058.

    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 60,696 shares
    Change vs previous 13F +28,650 shares

    0.08% of the 13F portfolio, value $1,228,188.

    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 32,046 shares
    Change vs previous 13F +8,886 shares

    0.03% of the 13F portfolio, value $648,612.

    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 23,160 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $469,686.

    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).