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

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

B. Riley Wealth Advisors, Inc. held 6,133 CLS 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 6,133 shares
    Change vs previous 13F +6,133 shares

    0.09% of the 13F portfolio, value $2,216,647.

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

  2. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -9,723 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.

  3. period ended2025-12-31
    13F 9,723 shares
    Change vs previous 13F -152 shares

    0.14% of the 13F portfolio, value $2,874,218.

    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).

  4. period ended2025-09-30
    13F 9,875 shares
    Change vs previous 13F -1,444 shares

    0.12% of the 13F portfolio, value $2,433,007.

    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).

  5. period ended2025-06-30
    13F 11,319 shares
    Change vs previous 13F -1,294 shares

    0.09% of the 13F portfolio, value $1,767,012.

    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).

  6. period ended2025-03-31
    13F 12,613 shares
    Change vs previous 13F -3,737 shares

    0.03% of the 13F portfolio, value $994,033.

    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).

  7. period ended2024-12-31
    13F 16,350 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,509,105.

    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).