Skip to content
Disclosery

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

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

B. Riley Wealth Advisors, Inc. held 69,775 CSWC shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 69,775 shares
    Change vs previous 13F +15 shares

    0.09% of the 13F portfolio, value $1,641,100.

    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).

  2. period ended2026-03-31
    13F 69,760 shares
    Change vs previous 13F +85 shares

    0.1% of the 13F portfolio, value $1,498,453.

    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).

  3. period ended2025-12-31
    13F 69,675 shares
    Change vs previous 13F -20,837 shares

    0.07% of the 13F portfolio, value $1,543,309.

    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 90,512 shares
    Change vs previous 13F -1,651 shares

    0.1% of the 13F portfolio, value $1,978,598.

    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 92,163 shares
    Change vs previous 13F -221 shares

    0.1% of the 13F portfolio, value $2,031,278.

    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 92,384 shares
    Change vs previous 13F +41,758 shares

    0.06% of the 13F portfolio, value $2,062,012.

    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 50,626 shares
    Change vs previous 13F +3,941 shares

    0.04% of the 13F portfolio, value $1,104,660.

    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).

  8. period ended2024-09-30
    13F 46,685 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,180,625.

    13F-HR 0001213900-24-108922 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).