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

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

B. Riley Wealth Advisors, Inc. held 42,386 FDVV 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 42,386 shares
    Change vs previous 13F +10,439 shares

    0.1% of the 13F portfolio, value $2,574,079.

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

  2. period ended2026-06-30
    13F 31,947 shares
    Change vs previous 13F +1,504 shares

    0.11% of the 13F portfolio, value $1,927,695.

    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 30,443 shares
    Change vs previous 13F +13,779 shares

    0.11% of the 13F portfolio, value $1,643,014.

    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 16,664 shares
    Change vs previous 13F +1,557 shares

    0.04% of the 13F portfolio, value $944,698.

    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 15,107 shares
    Change vs previous 13F +3,080 shares

    0.04% of the 13F portfolio, value $841,622.

    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 12,027 shares
    Change vs previous 13F -8,069 shares

    0.03% of the 13F portfolio, value $625,649.

    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 20,096 shares
    Change vs previous 13F +10,067 shares

    0.03% of the 13F portfolio, value $996,733.

    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 10,029 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $500,824.

    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).