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

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

B. Riley Wealth Advisors, Inc. held 29,255 FDL 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 29,255 shares
    Change vs previous 13F +274 shares

    0.06% of the 13F portfolio, value $1,436,702.

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

  2. period ended2026-06-30
    13F 28,981 shares
    Change vs previous 13F -144 shares

    0.08% of the 13F portfolio, value $1,430,517.

    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 29,125 shares
    Change vs previous 13F -260 shares

    0.1% of the 13F portfolio, value $1,473,135.

    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 29,385 shares
    Change vs previous 13F -593 shares

    0.06% of the 13F portfolio, value $1,302,926.

    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 29,978 shares
    Change vs previous 13F +266 shares

    0.06% of the 13F portfolio, value $1,301,342.

    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 29,712 shares
    Change vs previous 13F -23,921 shares

    0.06% of the 13F portfolio, value $1,244,061.

    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 53,633 shares
    Change vs previous 13F +108 shares

    0.07% of the 13F portfolio, value $2,329,813.

    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 53,525 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,170,957.

    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).