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

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

B. Riley Wealth Advisors, Inc. held 36,254 IBM 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 36,254 shares
    Change vs previous 13F +4,127 shares

    0.32% of the 13F portfolio, value $7,973,394.

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

  2. period ended2026-06-30
    13F 32,127 shares
    Change vs previous 13F +1,508 shares

    0.49% of the 13F portfolio, value $8,931,417.

    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 30,619 shares
    Change vs previous 13F -6,080 shares

    0.47% of the 13F portfolio, value $7,264,387.

    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 36,699 shares
    Change vs previous 13F -393 shares

    0.51% of the 13F portfolio, value $10,870,594.

    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 37,092 shares
    Change vs previous 13F -1,906 shares

    0.5% of the 13F portfolio, value $10,465,937.

    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 38,998 shares
    Change vs previous 13F -14,448 shares

    0.56% of the 13F portfolio, value $11,495,877.

    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 53,446 shares
    Change vs previous 13F -26,825 shares

    0.4% of the 13F portfolio, value $13,289,773.

    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 80,271 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $17,645,984.

    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).