Skip to content
Disclosery

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

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

B. Riley Wealth Advisors, Inc. held 200,845 IUSB 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 200,845 shares
    Change vs previous 13F +33,451 shares

    0.35% of the 13F portfolio, value $8,855,253.

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

  2. period ended2026-06-30
    13F 167,394 shares
    Change vs previous 13F +40,741 shares

    0.42% of the 13F portfolio, value $7,753,697.

    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 126,653 shares
    Change vs previous 13F +2,910 shares

    0.38% of the 13F portfolio, value $5,838,702.

    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 123,743 shares
    Change vs previous 13F -7,927 shares

    0.27% of the 13F portfolio, value $5,759,025.

    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 131,670 shares
    Change vs previous 13F -7,274 shares

    0.3% of the 13F portfolio, value $6,150,303.

    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 138,944 shares
    Change vs previous 13F -496,920 shares

    0.31% of the 13F portfolio, value $6,423,375.

    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 635,864 shares
    Change vs previous 13F +305,645 shares

    0.89% of the 13F portfolio, value $29,300,631.

    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 330,219 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $14,925,922.

    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).