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

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

B. Riley Wealth Advisors, Inc. held 38,518 FVD 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 38,518 shares
    Change vs previous 13F +245 shares

    0.07% of the 13F portfolio, value $1,806,904.

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

  2. period ended2026-06-30
    13F 38,273 shares
    Change vs previous 13F +699 shares

    0.1% of the 13F portfolio, value $1,853,575.

    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 37,574 shares
    Change vs previous 13F +818 shares

    0.11% of the 13F portfolio, value $1,751,303.

    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 36,756 shares
    Change vs previous 13F +5,475 shares

    0.08% of the 13F portfolio, value $1,693,698.

    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 31,281 shares
    Change vs previous 13F -2,813 shares

    0.07% of the 13F portfolio, value $1,446,437.

    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 34,094 shares
    Change vs previous 13F -44,857 shares

    0.07% of the 13F portfolio, value $1,524,021.

    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 78,951 shares
    Change vs previous 13F -15,313 shares

    0.11% of the 13F portfolio, value $3,520,416.

    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 94,264 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $4,113,661.

    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).