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

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

B. Riley Wealth Advisors, Inc. held 2,301 IDU 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 2,301 shares
    Change vs previous 13F -1,377 shares

    0.01% of the 13F portfolio, value $231,986.

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

  2. period ended2026-06-30
    13F 3,678 shares
    Change vs previous 13F +102 shares

    0.02% of the 13F portfolio, value $427,625.

    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 3,576 shares
    Change vs previous 13F +1,062 shares

    0.03% of the 13F portfolio, value $415,532.

    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 2,514 shares
    Change vs previous 13F -367 shares

    0.01% of the 13F portfolio, value $272,411.

    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 2,881 shares
    Change vs previous 13F -676 shares

    0.02% of the 13F portfolio, value $319,471.

    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 3,557 shares
    Change vs previous 13F -3,292 shares

    0.02% of the 13F portfolio, value $372,003.

    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 6,849 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $694,598.

    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).