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

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

B. Riley Wealth Advisors, Inc. held 7,760 DOW 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 7,760 shares
    Change vs previous 13F +1,030 shares

    0.01% of the 13F portfolio, value $213,698.

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

  2. period ended2026-06-30
    13F 6,730 shares
    Change vs previous 13F -1,583 shares

    0.01% of the 13F portfolio, value $187,900.

    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 8,313 shares
    Change vs previous 13F -668 shares

    0.02% of the 13F portfolio, value $348,068.

    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 8,981 shares
    Change vs previous 13F -2,256 shares

    0.01% of the 13F portfolio, value $209,980.

    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 11,237 shares
    Change vs previous 13F -4,301 shares

    0.01% of the 13F portfolio, value $257,672.

    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 15,538 shares
    Change vs previous 13F -46,627 shares

    0.02% of the 13F portfolio, value $411,448.

    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 62,165 shares
    Change vs previous 13F -7,054 shares

    0.07% of the 13F portfolio, value $2,170,792.

    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 69,219 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,777,751.

    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).