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

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

B. Riley Wealth Advisors, Inc. held 11,010 IQLT 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 11,010 shares
    Change vs previous 13F -4,396 shares

    0.02% of the 13F portfolio, value $544,674.

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

  2. period ended2026-06-30
    13F 15,406 shares
    Change vs previous 13F -2,136 shares

    0.04% of the 13F portfolio, value $759,362.

    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 17,542 shares
    Change vs previous 13F -18,265 shares

    0.05% of the 13F portfolio, value $786,222.

    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 35,807 shares
    Change vs previous 13F +6,855 shares

    0.08% of the 13F portfolio, value $1,627,438.

    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 28,952 shares
    Change vs previous 13F +7,084 shares

    0.06% of the 13F portfolio, value $1,279,371.

    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 21,868 shares
    Change vs previous 13F +2,783 shares

    0.05% of the 13F portfolio, value $945,120.

    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 19,085 shares
    Change vs previous 13F +6,496 shares

    0.02% of the 13F portfolio, value $757,466.

    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 12,589 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $467,293.

    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).