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

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

B. Riley Wealth Advisors, Inc. held 29,822 IBIT 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 29,822 shares
    Change vs previous 13F +11,682 shares

    0.06% of the 13F portfolio, value $1,411,798.

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

  2. period ended2026-06-30
    13F 18,140 shares
    Change vs previous 13F +50 shares

    0.03% of the 13F portfolio, value $620,026.

    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 18,090 shares
    Change vs previous 13F -8,484 shares

    0.04% of the 13F portfolio, value $681,632.

    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 26,574 shares
    Change vs previous 13F -5,139 shares

    0.06% of the 13F portfolio, value $1,319,428.

    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 31,713 shares
    Change vs previous 13F +7,266 shares

    0.1% of the 13F portfolio, value $2,061,368.

    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 24,447 shares
    Change vs previous 13F -28,601 shares

    0.07% of the 13F portfolio, value $1,496,426.

    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 53,048 shares
    Change vs previous 13F +23,583 shares

    0.08% of the 13F portfolio, value $2,483,170.

    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 29,465 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,563,096.

    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).