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

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

B. Riley Wealth Advisors, Inc. held 5,217 IGV 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 5,217 shares
    Change vs previous 13F -716 shares

    0.02% of the 13F portfolio, value $555,519.

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

  2. period ended2026-06-30
    13F 5,933 shares
    Change vs previous 13F -421 shares

    0.03% of the 13F portfolio, value $533,330.

    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 6,354 shares
    Change vs previous 13F +3,079 shares

    0.03% of the 13F portfolio, value $493,199.

    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 3,275 shares
    Change vs previous 13F -182 shares

    0.02% of the 13F portfolio, value $346,137.

    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 3,457 shares
    Change vs previous 13F -345 shares

    0.02% of the 13F portfolio, value $397,592.

    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 3,802 shares
    Change vs previous 13F +197 shares

    0.02% of the 13F portfolio, value $416,323.

    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 3,605 shares
    Change vs previous 13F -172 shares

    0.01% of the 13F portfolio, value $320,811.

    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 3,777 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $378,154.

    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).