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

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

B. Riley Wealth Advisors, Inc. held 23,997 IGM 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 23,997 shares
    Change vs previous 13F -512 shares

    0.16% of the 13F portfolio, value $4,056,516.

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

  2. period ended2026-06-30
    13F 24,509 shares
    Change vs previous 13F +535 shares

    0.21% of the 13F portfolio, value $3,918,939.

    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 23,974 shares
    Change vs previous 13F -345 shares

    0.18% of the 13F portfolio, value $2,716,495.

    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 24,319 shares
    Change vs previous 13F -136 shares

    0.15% of the 13F portfolio, value $3,140,980.

    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 24,455 shares
    Change vs previous 13F +936 shares

    0.15% of the 13F portfolio, value $3,080,077.

    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 23,519 shares
    Change vs previous 13F -5,062 shares

    0.13% of the 13F portfolio, value $2,642,147.

    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 28,581 shares
    Change vs previous 13F -6,161 shares

    0.08% of the 13F portfolio, value $2,591,473.

    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 34,742 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $3,546,774.

    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).