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

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

B. Riley Wealth Advisors, Inc. held 8,427 CII 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 8,427 shares
    Change vs previous 13F -8,506 shares

    0.01% of the 13F portfolio, value $202,246.

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

  2. period ended2026-06-30
    13F 16,933 shares
    Change vs previous 13F -14,592 shares

    0.02% of the 13F portfolio, value $431,115.

    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 31,525 shares
    Change vs previous 13F -2,811 shares

    0.04% of the 13F portfolio, value $648,153.

    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 34,336 shares
    Change vs previous 13F +6,683 shares

    0.04% of the 13F portfolio, value $802,437.

    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 27,653 shares
    Change vs previous 13F -823 shares

    0.03% of the 13F portfolio, value $636,016.

    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 28,476 shares
    Change vs previous 13F +368 shares

    0.03% of the 13F portfolio, value $607,973.

    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 28,108 shares
    Change vs previous 13F +3,377 shares

    0.02% of the 13F portfolio, value $519,156.

    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 24,731 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $497,102.

    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).