Skip to content
Disclosery

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

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

B. Riley Wealth Advisors, Inc. held 9,008 COST 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 9,008 shares
    Change vs previous 13F +2,559 shares

    0.32% of the 13F portfolio, value $8,200,404.

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

  2. period ended2026-06-30
    13F 6,449 shares
    Change vs previous 13F +89 shares

    0.33% of the 13F portfolio, value $6,105,126.

    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 6,360 shares
    Change vs previous 13F -1,450 shares

    0.41% of the 13F portfolio, value $6,338,473.

    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 7,810 shares
    Change vs previous 13F -303 shares

    0.32% of the 13F portfolio, value $6,734,502.

    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 8,113 shares
    Change vs previous 13F -1,997 shares

    0.36% of the 13F portfolio, value $7,510,081.

    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 10,110 shares
    Change vs previous 13F -11,976 shares

    0.49% of the 13F portfolio, value $10,008,183.

    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 22,086 shares
    Change vs previous 13F +995 shares

    0.63% of the 13F portfolio, value $20,888,139.

    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 21,091 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $19,325,291.

    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).