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

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

B. Riley Wealth Advisors, Inc. held 10,152 ITOT 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 10,152 shares
    Change vs previous 13F -7,915 shares

    0.07% of the 13F portfolio, value $1,688,022.

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

  2. period ended2026-06-30
    13F 18,067 shares
    Change vs previous 13F -1,369 shares

    0.16% of the 13F portfolio, value $2,946,216.

    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 19,436 shares
    Change vs previous 13F -8,879 shares

    0.17% of the 13F portfolio, value $2,688,156.

    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 28,315 shares
    Change vs previous 13F -1,642 shares

    0.2% of the 13F portfolio, value $4,210,235.

    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 29,957 shares
    Change vs previous 13F -1,829 shares

    0.21% of the 13F portfolio, value $4,363,293.

    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 31,786 shares
    Change vs previous 13F +8,363 shares

    0.21% of the 13F portfolio, value $4,292,348.

    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 23,423 shares
    Change vs previous 13F +3,404 shares

    0.09% of the 13F portfolio, value $2,857,847.

    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 20,019 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,574,820.

    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).