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

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

B. Riley Wealth Advisors, Inc. held 6,442 HYG 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 6,442 shares
    Change vs previous 13F -5,438 shares

    0.02% of the 13F portfolio, value $497,420.

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

  2. period ended2026-06-30
    13F 11,880 shares
    Change vs previous 13F +2,416 shares

    0.05% of the 13F portfolio, value $950,536.

    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 9,464 shares
    Change vs previous 13F -5,254 shares

    0.05% of the 13F portfolio, value $745,865.

    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 14,718 shares
    Change vs previous 13F +4,984 shares

    0.06% of the 13F portfolio, value $1,186,734.

    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 9,734 shares
    Change vs previous 13F +2,615 shares

    0.04% of the 13F portfolio, value $790,275.

    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 7,119 shares
    Change vs previous 13F -8,521 shares

    0.03% of the 13F portfolio, value $574,158.

    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 15,640 shares
    Change vs previous 13F -2,778 shares

    0.04% of the 13F portfolio, value $1,233,814.

    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 18,418 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,448,561.

    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).