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

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

B. Riley Wealth Advisors, Inc. held 6,678 DE 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 6,678 shares
    Change vs previous 13F +69 shares

    0.18% of the 13F portfolio, value $4,484,726.

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

  2. period ended2026-06-30
    13F 6,609 shares
    Change vs previous 13F +78 shares

    0.23% of the 13F portfolio, value $4,141,224.

    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 6,531 shares
    Change vs previous 13F -467 shares

    0.23% of the 13F portfolio, value $3,628,072.

    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 6,998 shares
    Change vs previous 13F +102 shares

    0.15% of the 13F portfolio, value $3,258,124.

    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 6,896 shares
    Change vs previous 13F -250 shares

    0.15% of the 13F portfolio, value $3,153,386.

    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 7,146 shares
    Change vs previous 13F -3,926 shares

    0.18% of the 13F portfolio, value $3,633,566.

    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 11,072 shares
    Change vs previous 13F -2,120 shares

    0.16% of the 13F portfolio, value $5,196,707.

    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 13,192 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $5,610,982.

    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).