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

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

B. Riley Wealth Advisors, Inc. held 29,729 EFV 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 29,729 shares
    Change vs previous 13F +1,835 shares

    0.09% of the 13F portfolio, value $2,352,729.

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

  2. period ended2026-06-30
    13F 27,894 shares
    Change vs previous 13F -19,903 shares

    0.12% of the 13F portfolio, value $2,135,824.

    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 47,797 shares
    Change vs previous 13F -3,220 shares

    0.22% of the 13F portfolio, value $3,458,575.

    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 51,017 shares
    Change vs previous 13F -5,017 shares

    0.17% of the 13F portfolio, value $3,643,141.

    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 56,034 shares
    Change vs previous 13F -6,739 shares

    0.18% of the 13F portfolio, value $3,800,741.

    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 62,773 shares
    Change vs previous 13F -135,690 shares

    0.19% of the 13F portfolio, value $3,984,856.

    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 198,463 shares
    Change vs previous 13F +55,410 shares

    0.36% of the 13F portfolio, value $11,697,454.

    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 143,053 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $7,506,004.

    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).