Skip to content
Disclosery

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

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

B. Riley Wealth Advisors, Inc. held 6,144 CARR 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 6,144 shares
    Change vs previous 13F +1,280 shares

    0.01% of the 13F portfolio, value $337,083.

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

  2. period ended2026-06-30
    13F 4,864 shares
    Change vs previous 13F +4,864 shares

    0.02% of the 13F portfolio, value $357,196.

    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 0 shares
    Change vs previous 13F -3,797 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-12-31
    13F 3,797 shares
    Change vs previous 13F -366 shares

    0.01% of the 13F portfolio, value $200,634.

    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 4,163 shares
    Change vs previous 13F -2,559 shares

    0.01% of the 13F portfolio, value $248,524.

    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 6,722 shares
    Change vs previous 13F -6,514 shares

    0.02% of the 13F portfolio, value $491,952.

    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 13,236 shares
    Change vs previous 13F +1,674 shares

    0.03% of the 13F portfolio, value $839,165.

    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 11,562 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $791,841.

    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).