B. Riley Wealth Advisors, Inc.: DFAC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of B. Riley Wealth Advisors, Inc. on DFAC, newest first. How the timeline and the estimate are built.
B. Riley Wealth Advisors, Inc. held 15,424 DFAC shares at 2026-06-30 per its 13F-HR filed 2026-07-14.
the latest 13F is the newest step
- period ended2026-06-3013F 15,424 sharesChange vs previous 13F +431 shares
0.04% of the 13F portfolio, value $680,502.
13F-HR 0001464811-26-000007 filed by B. Riley Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 14,993 sharesChange vs previous 13F +5 shares
0.04% of the 13F portfolio, value $566,868.
13F-HR 0001464811-26-000006 filed by B. Riley Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 14,988 sharesChange vs previous 13F -123 shares
0.03% of the 13F portfolio, value $593,381.
13F-HR 0001464811-26-000005 filed by B. Riley Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 15,111 sharesChange vs previous 13F -576 shares
0.03% of the 13F portfolio, value $582,848.
13F-HR 0001464811-25-000004 filed by B. Riley Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 15,687 sharesChange vs previous 13F -50 shares
0.03% of the 13F portfolio, value $562,221.
13F-HR 0001085146-25-005368 filed by B. Riley Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 15,737 sharesChange vs previous 13F -1,919 shares
0.02% of the 13F portfolio, value $519,161.
13F-HR 0001464811-26-000009 filed by B. Riley Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 17,656 sharesChange vs previous 13F -10,075 shares
0.02% of the 13F portfolio, value $610,722.
13F-HR 0001213900-25-016975 filed by B. Riley Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 27,731 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $947,451.
13F-HR 0001213900-24-108922 filed by B. Riley Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).