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

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

B. Riley Wealth Advisors, Inc. held 11,544 CRWV 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 11,544 shares
    Change vs previous 13F +3 shares

    0.04% of the 13F portfolio, value $1,005,712.

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

  2. period ended2026-06-30
    13F 11,541 shares
    Change vs previous 13F -14,876 shares

    0.06% of the 13F portfolio, value $1,102,284.

    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 26,417 shares
    Change vs previous 13F +8,994 shares

    0.12% of the 13F portfolio, value $1,826,739.

    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 17,423 shares
    Change vs previous 13F +4,141 shares

    0.06% of the 13F portfolio, value $1,247,659.

    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 13,282 shares
    Change vs previous 13F +10,415 shares

    0.09% of the 13F portfolio, value $1,817,640.

    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 2,867 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $467,492.

    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).