Skip to content
Disclosery

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

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

B. Riley Wealth Advisors, Inc. held 404,196 HL 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 404,196 shares
    Change vs previous 13F -2,684 shares

    0.27% of the 13F portfolio, value $6,883,452.

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

  2. period ended2026-06-30
    13F 406,880 shares
    Change vs previous 13F -161 shares

    0.34% of the 13F portfolio, value $6,265,946.

    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 407,041 shares
    Change vs previous 13F +5,489 shares

    0.45% of the 13F portfolio, value $7,009,237.

    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 401,552 shares
    Change vs previous 13F -3,497 shares

    0.36% of the 13F portfolio, value $7,705,777.

    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 405,049 shares
    Change vs previous 13F +28,465 shares

    0.24% of the 13F portfolio, value $4,901,088.

    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 376,584 shares
    Change vs previous 13F -715,026 shares

    0.11% of the 13F portfolio, value $2,255,736.

    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 1,091,610 shares
    Change vs previous 13F +176,713 shares

    0.18% of the 13F portfolio, value $6,069,349.

    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 914,897 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $4,492,147.

    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).