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

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

B. Riley Wealth Advisors, Inc. held 8,662 ED 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 8,662 shares
    Change vs previous 13F -245 shares

    0.04% of the 13F portfolio, value $885,318.

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

  2. period ended2026-06-30
    13F 8,907 shares
    Change vs previous 13F +12 shares

    0.05% of the 13F portfolio, value $1,000,109.

    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 8,895 shares
    Change vs previous 13F -254 shares

    0.07% of the 13F portfolio, value $1,008,562.

    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 9,149 shares
    Change vs previous 13F +525 shares

    0.04% of the 13F portfolio, value $908,635.

    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 8,624 shares
    Change vs previous 13F -290 shares

    0.04% of the 13F portfolio, value $866,913.

    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 8,914 shares
    Change vs previous 13F -16,945 shares

    0.04% of the 13F portfolio, value $894,534.

    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 25,859 shares
    Change vs previous 13F -4,008 shares

    0.09% of the 13F portfolio, value $2,859,795.

    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 29,867 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,665,018.

    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).