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

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

B. Riley Wealth Advisors, Inc. held 56,328 BX 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 56,328 shares
    Change vs previous 13F +806 shares

    0.25% of the 13F portfolio, value $6,313,771.

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

  2. period ended2026-06-30
    13F 55,522 shares
    Change vs previous 13F +261 shares

    0.35% of the 13F portfolio, value $6,378,318.

    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 55,261 shares
    Change vs previous 13F +14,163 shares

    0.4% of the 13F portfolio, value $6,167,117.

    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 41,098 shares
    Change vs previous 13F +3,690 shares

    0.3% of the 13F portfolio, value $6,334,863.

    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 37,408 shares
    Change vs previous 13F -3,676 shares

    0.31% of the 13F portfolio, value $6,391,108.

    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 41,084 shares
    Change vs previous 13F -29,901 shares

    0.3% of the 13F portfolio, value $6,145,421.

    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 70,985 shares
    Change vs previous 13F +11,675 shares

    0.3% of the 13F portfolio, value $9,922,301.

    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 59,310 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $10,226,252.

    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).