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

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

B. Riley Wealth Advisors, Inc. held 49,613 EFG 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 49,613 shares
    Change vs previous 13F -520 shares

    0.24% of the 13F portfolio, value $5,945,123.

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

  2. period ended2026-06-30
    13F 50,133 shares
    Change vs previous 13F +596 shares

    0.34% of the 13F portfolio, value $6,176,338.

    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 49,537 shares
    Change vs previous 13F +16,116 shares

    0.34% of the 13F portfolio, value $5,333,209.

    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 33,421 shares
    Change vs previous 13F -7,359 shares

    0.18% of the 13F portfolio, value $3,807,299.

    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 40,780 shares
    Change vs previous 13F -17,999 shares

    0.22% of the 13F portfolio, value $4,643,987.

    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 58,779 shares
    Change vs previous 13F -79,487 shares

    0.32% of the 13F portfolio, value $6,583,269.

    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 138,266 shares
    Change vs previous 13F -6,404 shares

    0.42% of the 13F portfolio, value $13,826,598.

    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 144,670 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $14,008,415.

    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).