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

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

B. Riley Wealth Advisors, Inc. held 40,378 F 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 40,378 shares
    Change vs previous 13F +5,039 shares

    0.02% of the 13F portfolio, value $486,960.

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

  2. period ended2026-06-30
    13F 35,339 shares
    Change vs previous 13F +246 shares

    0.03% of the 13F portfolio, value $495,455.

    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 35,093 shares
    Change vs previous 13F -9,717 shares

    0.03% of the 13F portfolio, value $393,392.

    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 44,810 shares
    Change vs previous 13F +3,465 shares

    0.03% of the 13F portfolio, value $587,902.

    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 41,345 shares
    Change vs previous 13F -13,848 shares

    0.02% of the 13F portfolio, value $494,490.

    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 55,193 shares
    Change vs previous 13F -27,811 shares

    0.03% of the 13F portfolio, value $598,841.

    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 83,004 shares
    Change vs previous 13F -19,089 shares

    0.03% of the 13F portfolio, value $832,532.

    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 102,093 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,010,722.

    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).