B. Riley Wealth Advisors, Inc.: DOC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of B. Riley Wealth Advisors, Inc. on DOC, newest first. How the timeline and the estimate are built.
B. Riley Wealth Advisors, Inc. held 11,334 DOC shares at 2026-06-30 per its 13F-HR filed 2026-07-14.
the latest 13F is the newest step
- period ended2026-06-3013F 11,334 sharesChange vs previous 13F -214 shares
0.01% of the 13F portfolio, value $247,868.
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 11,548 sharesChange vs previous 13F -490 shares
0.01% of the 13F portfolio, value $191,114.
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 12,038 sharesChange vs previous 13F +1,433 shares
0.01% of the 13F portfolio, value $193,566.
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 10,605 sharesChange vs previous 13F -1,839 shares
0.01% of the 13F portfolio, value $203,087.
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 12,444 sharesChange vs previous 13F -14,053 shares
0.01% of the 13F portfolio, value $217,893.
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 26,497 sharesChange vs previous 13F -5,289 shares
0.02% of the 13F portfolio, value $535,762.
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 31,786 sharesChange vs previous 13F -1,391 shares
0.02% of the 13F portfolio, value $644,306.
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 33,177 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $744,725.
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).