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

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

B. Riley Wealth Advisors, Inc. held 20,908 EOD 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 20,908 shares
    Change vs previous 13F +253 shares

    0.01% of the 13F portfolio, value $133,810.

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

  2. period ended2026-06-30
    13F 20,655 shares
    Change vs previous 13F +270 shares

    0.01% of the 13F portfolio, value $134,259.

    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 20,385 shares
    Change vs previous 13F +250 shares

    0.01% of the 13F portfolio, value $113,135.

    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 20,135 shares
    Change vs previous 13F +135 shares

    0.01% of the 13F portfolio, value $117,385.

    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 20,000 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $114,000.

    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).