Skip to content
Disclosery

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

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

B. Riley Wealth Advisors, Inc. held 26,403 DDWM 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 26,403 shares
    Change vs previous 13F +167 shares

    0.05% of the 13F portfolio, value $1,204,788.

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

  2. period ended2026-06-30
    13F 26,236 shares
    Change vs previous 13F +1,983 shares

    0.07% of the 13F portfolio, value $1,209,224.

    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 24,253 shares
    Change vs previous 13F +3,637 shares

    0.07% of the 13F portfolio, value $1,041,186.

    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 20,616 shares
    Change vs previous 13F +1,034 shares

    0.04% of the 13F portfolio, value $897,608.

    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 19,582 shares
    Change vs previous 13F -6,774 shares

    0.04% of the 13F portfolio, value $818,526.

    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 26,356 shares
    Change vs previous 13F -2,018 shares

    0.05% of the 13F portfolio, value $1,045,296.

    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 28,374 shares
    Change vs previous 13F -2,704 shares

    0.03% of the 13F portfolio, value $1,043,885.

    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 31,078 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,068,462.

    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).