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

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

B. Riley Wealth Advisors, Inc. held 211,305 FBND 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 211,305 shares
    Change vs previous 13F +24,954 shares

    0.36% of the 13F portfolio, value $9,149,517.

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

  2. period ended2026-06-30
    13F 186,351 shares
    Change vs previous 13F +25,330 shares

    0.46% of the 13F portfolio, value $8,510,680.

    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 161,021 shares
    Change vs previous 13F +30,671 shares

    0.47% of the 13F portfolio, value $7,323,233.

    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 130,350 shares
    Change vs previous 13F +277 shares

    0.28% of the 13F portfolio, value $6,001,336.

    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 130,073 shares
    Change vs previous 13F +18,223 shares

    0.29% of the 13F portfolio, value $6,014,570.

    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 111,850 shares
    Change vs previous 13F +15,268 shares

    0.25% of the 13F portfolio, value $5,117,157.

    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 96,582 shares
    Change vs previous 13F +67,748 shares

    0.13% of the 13F portfolio, value $4,408,956.

    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 28,834 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,300,639.

    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).