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

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

B. Riley Wealth Advisors, Inc. held 54,393 FPE 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 54,393 shares
    Change vs previous 13F +14,224 shares

    0.04% of the 13F portfolio, value $927,410.

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

  2. period ended2026-06-30
    13F 40,169 shares
    Change vs previous 13F +2,500 shares

    0.04% of the 13F portfolio, value $719,844.

    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 37,669 shares
    Change vs previous 13F +2,555 shares

    0.04% of the 13F portfolio, value $663,720.

    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 35,114 shares
    Change vs previous 13F -5,245 shares

    0.03% of the 13F portfolio, value $639,771.

    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 40,359 shares
    Change vs previous 13F +3,734 shares

    0.04% of the 13F portfolio, value $736,156.

    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 36,625 shares
    Change vs previous 13F +4,585 shares

    0.03% of the 13F portfolio, value $651,927.

    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 32,040 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $563,579.

    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).