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

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

B. Riley Wealth Advisors, Inc. held 19,341 GBTC 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 19,341 shares
    Change vs previous 13F +13,176 shares

    0.05% of the 13F portfolio, value $1,249,235.

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

  2. period ended2026-06-30
    13F 6,165 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $288,338.

    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 6,165 shares
    Change vs previous 13F -26,873 shares

    0.02% of the 13F portfolio, value $318,977.

    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 33,038 shares
    Change vs previous 13F +575 shares

    0.11% of the 13F portfolio, value $2,258,478.

    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 32,463 shares
    Change vs previous 13F -300 shares

    0.14% of the 13F portfolio, value $2,914,204.

    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 32,763 shares
    Change vs previous 13F -3,069 shares

    0.13% of the 13F portfolio, value $2,779,287.

    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 35,832 shares
    Change vs previous 13F +4,929 shares

    0.07% of the 13F portfolio, value $2,335,166.

    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 30,903 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,287,440.

    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).