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

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

B. Riley Wealth Advisors, Inc. held 115,889 DTCR 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 115,889 shares
    Change vs previous 13F +19,563 shares

    0.12% of the 13F portfolio, value $3,145,221.

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

  2. period ended2026-06-30
    13F 96,326 shares
    Change vs previous 13F +147 shares

    0.16% of the 13F portfolio, value $2,931,217.

    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 96,179 shares
    Change vs previous 13F -13,859 shares

    0.14% of the 13F portfolio, value $2,217,896.

    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 110,038 shares
    Change vs previous 13F +19 shares

    0.11% of the 13F portfolio, value $2,321,810.

    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 110,019 shares
    Change vs previous 13F +1,594 shares

    0.11% of the 13F portfolio, value $2,253,182.

    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 108,425 shares
    Change vs previous 13F +11,950 shares

    0.1% of the 13F portfolio, value $2,021,042.

    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 96,475 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,568,684.

    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).