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

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

B. Riley Wealth Advisors, Inc. held 46,635 CWB 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 46,635 shares
    Change vs previous 13F +8,470 shares

    0.19% of the 13F portfolio, value $4,718,579.

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

  2. period ended2026-06-30
    13F 38,165 shares
    Change vs previous 13F +314 shares

    0.22% of the 13F portfolio, value $4,089,048.

    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 37,851 shares
    Change vs previous 13F -7,578 shares

    0.22% of the 13F portfolio, value $3,370,205.

    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 45,429 shares
    Change vs previous 13F -820 shares

    0.19% of the 13F portfolio, value $4,052,275.

    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 46,249 shares
    Change vs previous 13F -17,384 shares

    0.2% of the 13F portfolio, value $4,185,535.

    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 63,633 shares
    Change vs previous 13F -73,021 shares

    0.26% of the 13F portfolio, value $5,259,911.

    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 136,654 shares
    Change vs previous 13F +1,161 shares

    0.32% of the 13F portfolio, value $10,470,485.

    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 135,493 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $10,553,553.

    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).