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

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

B. Riley Wealth Advisors, Inc. held 68,799 C 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 68,799 shares
    Change vs previous 13F +37,363 shares

    0.35% of the 13F portfolio, value $8,908,041.

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

  2. period ended2026-06-30
    13F 31,436 shares
    Change vs previous 13F -260 shares

    0.24% of the 13F portfolio, value $4,479,266.

    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 31,696 shares
    Change vs previous 13F -5,823 shares

    0.22% of the 13F portfolio, value $3,399,986.

    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 37,519 shares
    Change vs previous 13F -535 shares

    0.21% of the 13F portfolio, value $4,378,130.

    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 38,054 shares
    Change vs previous 13F -3,327 shares

    0.19% of the 13F portfolio, value $3,862,542.

    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 41,381 shares
    Change vs previous 13F -40,455 shares

    0.17% of the 13F portfolio, value $3,522,342.

    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 81,836 shares
    Change vs previous 13F +29,912 shares

    0.18% of the 13F portfolio, value $5,809,538.

    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 51,924 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $3,654,941.

    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).