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

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

B. Riley Wealth Advisors, Inc. held 84,954 ICVT 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 84,954 shares
    Change vs previous 13F +3,066 shares

    0.38% of the 13F portfolio, value $9,594,243.

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

  2. period ended2026-06-30
    13F 81,888 shares
    Change vs previous 13F +16,941 shares

    0.54% of the 13F portfolio, value $9,892,853.

    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 64,947 shares
    Change vs previous 13F +12,866 shares

    0.42% of the 13F portfolio, value $6,439,488.

    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 52,081 shares
    Change vs previous 13F +7,047 shares

    0.24% of the 13F portfolio, value $5,129,984.

    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 45,034 shares
    Change vs previous 13F +19,753 shares

    0.22% of the 13F portfolio, value $4,505,655.

    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 25,281 shares
    Change vs previous 13F -4,007 shares

    0.11% of the 13F portfolio, value $2,277,849.

    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 29,288 shares
    Change vs previous 13F +1,234 shares

    0.07% of the 13F portfolio, value $2,448,777.

    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 28,054 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,383,771.

    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).