B. Riley Wealth Advisors, Inc.: DLR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of B. Riley Wealth Advisors, Inc. on DLR, newest first. How the timeline and the estimate are built.
B. Riley Wealth Advisors, Inc. held 2,148 DLR shares at 2026-09-30 per its 13F-HR filed 2026-10-13.
the latest 13F is the newest step
- period ended2026-09-3013F 2,148 sharesChange vs previous 13F +778 shares
0.01% of the 13F portfolio, value $376,990.
13F-HR 0001464811-26-000010 filed by B. Riley Wealth Advisors, Inc.
Accepted , ingested - period ended2026-06-3013F 1,370 sharesChange vs previous 13F +148 shares
0.01% of the 13F portfolio, value $261,075.
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 1,222 sharesChange vs previous 13F -974 shares
0.01% of the 13F portfolio, value $214,054.
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 2,196 sharesChange vs previous 13F +166 shares
0.02% of the 13F portfolio, value $339,757.
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 2,030 sharesChange vs previous 13F -375 shares
0.02% of the 13F portfolio, value $350,963.
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 2,405 sharesChange vs previous 13F -956 shares
0.02% of the 13F portfolio, value $419,347.
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 3,361 sharesChange vs previous 13F +560 shares
0.01% of the 13F portfolio, value $481,578.
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 2,801 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $500,084.
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).