B. Riley Wealth Advisors, Inc.: CB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of B. Riley Wealth Advisors, Inc. on CB, newest first. How the timeline and the estimate are built.
B. Riley Wealth Advisors, Inc. held 6,177 CB shares at 2026-09-30 per its 13F-HR filed 2026-10-13.
the latest 13F is the newest step
- period ended2026-09-3013F 6,177 sharesChange vs previous 13F -43 shares
0.08% of the 13F portfolio, value $2,009,131.
13F-HR 0001464811-26-000010 filed by B. Riley Wealth Advisors, Inc.
Accepted , ingested - period ended2026-06-3013F 6,220 sharesChange vs previous 13F -404 shares
0.12% of the 13F portfolio, value $2,135,422.
13F-HR 0001464811-26-000007 filed by B. Riley Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 6,624 sharesChange vs previous 13F -66 shares
0.14% of the 13F portfolio, value $2,155,255.
13F-HR 0001464811-26-000006 filed by B. Riley Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 6,690 sharesChange vs previous 13F -192 shares
0.1% of the 13F portfolio, value $2,088,089.
13F-HR 0001464811-26-000005 filed by B. Riley Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 6,882 sharesChange vs previous 13F -800 shares
0.09% of the 13F portfolio, value $1,942,425.
13F-HR 0001464811-25-000004 filed by B. Riley Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 7,682 sharesChange vs previous 13F -2,045 shares
0.11% of the 13F portfolio, value $2,225,539.
13F-HR 0001085146-25-005368 filed by B. Riley Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 9,727 sharesChange vs previous 13F +623 shares
0.09% of the 13F portfolio, value $2,937,534.
13F-HR 0001464811-26-000009 filed by B. Riley Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 9,104 sharesChange vs previous 13F not available
0.08% of the 13F portfolio, value $2,523,685.
13F-HR 0001213900-25-016975 filed by B. Riley Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).