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

B. Riley Wealth Advisors, Inc. held 0 DOCS shares at 2025-12-31 per its 13F-HR filed 2026-02-17.

the latest 13F is the newest step

1. period ended2025-12-31

   13F 0 shares

   Change vs previous 13F -8,168 shares

   13F-HR 0001464811-26-000005 filed by B. Riley Wealth Advisors, Inc.
   Filed 2026-02-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-09-30

   13F 8,168 shares

   Change vs previous 13F -297 shares

   0.03% of the 13F portfolio, value $597,494.

   13F-HR 0001464811-25-000004 filed by B. Riley Wealth Advisors, Inc.
   Filed 2025-10-31 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-06-30

   13F 8,465 shares

   Change vs previous 13F -341 shares

   0.03% of the 13F portfolio, value $519,246.

   13F-HR 0001085146-25-005368 filed by B. Riley Wealth Advisors, Inc.
   Filed 2025-08-19 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-03-31

   13F 8,806 shares

   Change vs previous 13F +2,700 shares

   0.02% of the 13F portfolio, value $511,016.

   13F-HR 0001464811-26-000009 filed by B. Riley Wealth Advisors, Inc.
   Filed 2026-08-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-12-31

   13F 6,106 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $325,999.

   13F-HR 0001213900-25-016975 filed by B. Riley Wealth Advisors, Inc.
   Filed 2025-02-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).