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

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

B. Riley Wealth Advisors, Inc. held 182,748 CSM 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 182,748 shares
    Change vs previous 13F +19,903 shares

    0.63% of the 13F portfolio, value $15,858,965.

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

  2. period ended2026-06-30
    13F 162,845 shares
    Change vs previous 13F -1,692 shares

    0.75% of the 13F portfolio, value $13,763,642.

    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 164,537 shares
    Change vs previous 13F -10,586 shares

    0.78% of the 13F portfolio, value $12,015,647.

    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 175,123 shares
    Change vs previous 13F -1,289 shares

    0.66% of the 13F portfolio, value $13,953,825.

    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 176,412 shares
    Change vs previous 13F -22,551 shares

    0.65% of the 13F portfolio, value $13,507,867.

    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 198,963 shares
    Change vs previous 13F -39,884 shares

    0.68% of the 13F portfolio, value $14,020,748.

    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 238,847 shares
    Change vs previous 13F -12,485 shares

    0.46% of the 13F portfolio, value $15,219,358.

    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 251,332 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $16,622,217.

    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).