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

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

B. Riley Wealth Advisors, Inc. held 27,629 IVE 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 27,629 shares
    Change vs previous 13F +2,364 shares

    0.25% of the 13F portfolio, value $6,307,041.

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

  2. period ended2026-06-30
    13F 25,265 shares
    Change vs previous 13F -3,229 shares

    0.31% of the 13F portfolio, value $5,739,181.

    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 28,494 shares
    Change vs previous 13F -6,545 shares

    0.38% of the 13F portfolio, value $5,916,284.

    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 35,039 shares
    Change vs previous 13F +7,026 shares

    0.35% of the 13F portfolio, value $7,430,676.

    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 28,013 shares
    Change vs previous 13F +334 shares

    0.28% of the 13F portfolio, value $5,785,035.

    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 27,679 shares
    Change vs previous 13F -55,608 shares

    0.26% of the 13F portfolio, value $5,409,113.

    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 83,287 shares
    Change vs previous 13F +37,503 shares

    0.48% of the 13F portfolio, value $15,872,849.

    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 45,784 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $8,739,278.

    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).