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

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

B. Riley Wealth Advisors, Inc. held 417,954 CGBL 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 417,954 shares
    Change vs previous 13F +63,532 shares

    0.61% of the 13F portfolio, value $15,359,840.

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

  2. period ended2026-06-30
    13F 354,422 shares
    Change vs previous 13F +10,124 shares

    0.73% of the 13F portfolio, value $13,439,675.

    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 344,298 shares
    Change vs previous 13F -38,985 shares

    0.75% of the 13F portfolio, value $11,630,370.

    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 383,283 shares
    Change vs previous 13F -37,871 shares

    0.64% of the 13F portfolio, value $13,541,390.

    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 421,154 shares
    Change vs previous 13F +37,080 shares

    0.7% of the 13F portfolio, value $14,622,474.

    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 384,074 shares
    Change vs previous 13F +59,851 shares

    0.62% of the 13F portfolio, value $12,843,448.

    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 324,223 shares
    Change vs previous 13F +261,712 shares

    0.31% of the 13F portfolio, value $10,044,429.

    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 62,511 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,954,718.

    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).