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

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

B. Riley Wealth Advisors, Inc. held 2,126 IQV 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 2,126 shares
    Change vs previous 13F +593 shares

    0.02% of the 13F portfolio, value $571,591.

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

  2. period ended2026-06-30
    13F 1,533 shares
    Change vs previous 13F +37 shares

    0.02% of the 13F portfolio, value $296,298.

    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 1,496 shares
    Change vs previous 13F -11 shares

    0.02% of the 13F portfolio, value $248,575.

    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 1,507 shares
    Change vs previous 13F -182 shares

    0.02% of the 13F portfolio, value $339,693.

    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 1,689 shares
    Change vs previous 13F +151 shares

    0.02% of the 13F portfolio, value $320,809.

    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 1,538 shares
    Change vs previous 13F -1,849 shares

    0.01% of the 13F portfolio, value $242,373.

    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 3,387 shares
    Change vs previous 13F +1,003 shares

    0.02% of the 13F portfolio, value $597,132.

    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 2,384 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $468,480.

    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).