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

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

B. Riley Wealth Advisors, Inc. held 7,655 DVY 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 7,655 shares
    Change vs previous 13F +2,196 shares

    0.05% of the 13F portfolio, value $1,164,143.

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

  2. period ended2026-06-30
    13F 5,459 shares
    Change vs previous 13F +175 shares

    0.05% of the 13F portfolio, value $862,014.

    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 5,284 shares
    Change vs previous 13F -2,058 shares

    0.05% of the 13F portfolio, value $792,784.

    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 7,342 shares
    Change vs previous 13F -434 shares

    0.05% of the 13F portfolio, value $1,036,294.

    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 7,776 shares
    Change vs previous 13F -1,658 shares

    0.05% of the 13F portfolio, value $1,104,965.

    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 9,434 shares
    Change vs previous 13F -3,696 shares

    0.06% of the 13F portfolio, value $1,252,918.

    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 13,130 shares
    Change vs previous 13F -548 shares

    0.05% of the 13F portfolio, value $1,763,197.

    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 13,678 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,795,755.

    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).