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

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

B. Riley Wealth Advisors, Inc. held 128,469 CAFX 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 128,469 shares
    Change vs previous 13F +711 shares

    0.12% of the 13F portfolio, value $3,069,859.

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

  2. period ended2026-06-30
    13F 127,758 shares
    Change vs previous 13F -851 shares

    0.17% of the 13F portfolio, value $3,154,356.

    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 128,609 shares
    Change vs previous 13F +10,249 shares

    0.21% of the 13F portfolio, value $3,179,852.

    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 118,360 shares
    Change vs previous 13F +29,598 shares

    0.14% of the 13F portfolio, value $2,960,780.

    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 88,762 shares
    Change vs previous 13F +42,732 shares

    0.11% of the 13F portfolio, value $2,220,823.

    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 46,030 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,147,988.

    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).