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

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

B. Riley Wealth Advisors, Inc. held 4,988 FNDF shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,988 shares
    Change vs previous 13F +224 shares

    0.01% of the 13F portfolio, value $262,345.

    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).

  2. period ended2026-03-31
    13F 4,764 shares
    Change vs previous 13F -228 shares

    0.01% of the 13F portfolio, value $226,432.

    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).

  3. period ended2025-12-31
    13F 4,992 shares
    Change vs previous 13F +47 shares

    0.01% of the 13F portfolio, value $225,687.

    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).

  4. period ended2025-09-30
    13F 4,945 shares
    Change vs previous 13F -364 shares

    0.01% of the 13F portfolio, value $212,453.

    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).

  5. period ended2025-06-30
    13F 5,309 shares
    Change vs previous 13F -1,376 shares

    0.01% of the 13F portfolio, value $212,482.

    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).

  6. period ended2025-03-31
    13F 6,685 shares
    Change vs previous 13F +584 shares

    0.01% of the 13F portfolio, value $241,598.

    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).

  7. period ended2024-12-31
    13F 6,101 shares
    Change vs previous 13F -329 shares

    0.01% of the 13F portfolio, value $202,612.

    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).

  8. period ended2024-09-30
    13F 6,430 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $238,104.

    13F-HR 0001213900-24-108922 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).