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

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

B. Riley Wealth Advisors, Inc. held 5,380 FDN 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 5,380 shares
    Change vs previous 13F -34 shares

    0.06% of the 13F portfolio, value $1,551,865.

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

  2. period ended2026-06-30
    13F 5,414 shares
    Change vs previous 13F -34 shares

    0.08% of the 13F portfolio, value $1,430,219.

    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 5,448 shares
    Change vs previous 13F -204 shares

    0.08% of the 13F portfolio, value $1,231,801.

    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 5,652 shares
    Change vs previous 13F -415 shares

    0.07% of the 13F portfolio, value $1,521,411.

    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 6,067 shares
    Change vs previous 13F -166 shares

    0.08% of the 13F portfolio, value $1,697,791.

    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 6,233 shares
    Change vs previous 13F -5,717 shares

    0.08% of the 13F portfolio, value $1,678,739.

    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 11,950 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,654,701.

    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).