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

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

B. Riley Wealth Advisors, Inc. held 11,575 CRM 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 11,575 shares
    Change vs previous 13F +3,338 shares

    0.11% of the 13F portfolio, value $2,657,372.

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

  2. period ended2026-06-30
    13F 8,237 shares
    Change vs previous 13F -385 shares

    0.07% of the 13F portfolio, value $1,300,846.

    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 8,622 shares
    Change vs previous 13F -4,128 shares

    0.1% of the 13F portfolio, value $1,595,276.

    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 12,750 shares
    Change vs previous 13F -246 shares

    0.16% of the 13F portfolio, value $3,377,528.

    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 12,996 shares
    Change vs previous 13F +135 shares

    0.15% of the 13F portfolio, value $3,080,166.

    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 12,861 shares
    Change vs previous 13F -9,719 shares

    0.17% of the 13F portfolio, value $3,507,149.

    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 22,580 shares
    Change vs previous 13F -1,857 shares

    0.18% of the 13F portfolio, value $6,059,503.

    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 24,437 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $8,179,709.

    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).