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

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

B. Riley Wealth Advisors, Inc. held 6,995 FDX 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 6,995 shares
    Change vs previous 13F +645 shares

    0.08% of the 13F portfolio, value $1,994,148.

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

  2. period ended2026-06-30
    13F 6,350 shares
    Change vs previous 13F +131 shares

    0.11% of the 13F portfolio, value $2,066,129.

    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 6,219 shares
    Change vs previous 13F -1,042 shares

    0.14% of the 13F portfolio, value $2,125,252.

    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 7,261 shares
    Change vs previous 13F -755 shares

    0.1% of the 13F portfolio, value $2,097,547.

    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 8,016 shares
    Change vs previous 13F +3,151 shares

    0.09% of the 13F portfolio, value $1,890,396.

    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 4,865 shares
    Change vs previous 13F -11,775 shares

    0.05% of the 13F portfolio, value $1,105,913.

    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 16,640 shares
    Change vs previous 13F +7,654 shares

    0.12% of the 13F portfolio, value $4,056,398.

    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 8,986 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,540,278.

    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).