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

B. Riley Wealth Advisors, Inc. held 0 CIO shares at 2026-03-31 per its 13F-HR filed 2026-04-27.

the latest 13F is the newest step

1. period ended2026-03-31

   13F 0 shares

   Change vs previous 13F -17,395 shares

   13F-HR 0001464811-26-000006 filed by B. Riley Wealth Advisors, Inc.
   Filed 2026-04-27 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

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

2. period ended2025-12-31

   13F 17,395 shares

   Change vs previous 13F +591 shares

   0.01% of the 13F portfolio, value $121,592.

   13F-HR 0001464811-26-000005 filed by B. Riley Wealth Advisors, Inc.
   Filed 2026-02-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-09-30

   13F 16,804 shares

   Change vs previous 13F +831 shares

   0.01% of the 13F portfolio, value $116,956.

   13F-HR 0001464811-25-000004 filed by B. Riley Wealth Advisors, Inc.
   Filed 2025-10-31 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-06-30

   13F 15,973 shares

   Change vs previous 13F +2,456 shares

   <0.01% of the 13F portfolio, value $85,298.

   13F-HR 0001085146-25-005368 filed by B. Riley Wealth Advisors, Inc.
   Filed 2025-08-19 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-03-31

   13F 13,517 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $70,151.

   13F-HR 0001464811-26-000009 filed by B. Riley Wealth Advisors, Inc.
   Filed 2026-08-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).