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

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

B. Riley Wealth Advisors, Inc. held 6,378 HOOD 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 6,378 shares
    Change vs previous 13F +1,766 shares

    0.03% of the 13F portfolio, value $717,550.

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

  2. period ended2026-06-30
    13F 4,612 shares
    Change vs previous 13F -3,408 shares

    0.03% of the 13F portfolio, value $469,632.

    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 8,020 shares
    Change vs previous 13F +2,466 shares

    0.03% of the 13F portfolio, value $522,584.

    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 5,554 shares
    Change vs previous 13F -848 shares

    0.03% of the 13F portfolio, value $628,159.

    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 6,402 shares
    Change vs previous 13F -1,121 shares

    0.04% of the 13F portfolio, value $916,645.

    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 7,523 shares
    Change vs previous 13F -1,727 shares

    0.03% of the 13F portfolio, value $704,381.

    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 9,250 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $384,986.

    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).