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

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

B. Riley Wealth Advisors, Inc. held 19,916 IJR 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 19,916 shares
    Change vs previous 13F +1,643 shares

    0.11% of the 13F portfolio, value $2,709,359.

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

  2. period ended2026-06-30
    13F 18,273 shares
    Change vs previous 13F -16,137 shares

    0.15% of the 13F portfolio, value $2,692,704.

    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 34,410 shares
    Change vs previous 13F -2,756 shares

    0.27% of the 13F portfolio, value $4,159,122.

    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 37,166 shares
    Change vs previous 13F +12,200 shares

    0.21% of the 13F portfolio, value $4,466,609.

    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 24,966 shares
    Change vs previous 13F -5,280 shares

    0.14% of the 13F portfolio, value $2,966,762.

    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 30,246 shares
    Change vs previous 13F -14,116 shares

    0.16% of the 13F portfolio, value $3,305,582.

    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 44,362 shares
    Change vs previous 13F -1,803 shares

    0.14% of the 13F portfolio, value $4,638,944.

    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 46,165 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $5,319,100.

    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).