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

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

B. Riley Wealth Advisors, Inc. held 64,810 IVV 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 64,810 shares
    Change vs previous 13F +5,166 shares

    1.96% of the 13F portfolio, value $49,634,387.

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

  2. period ended2026-06-30
    13F 59,644 shares
    Change vs previous 13F +5,977 shares

    2.42% of the 13F portfolio, value $44,386,389.

    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 53,667 shares
    Change vs previous 13F -6,754 shares

    2.2% of the 13F portfolio, value $34,075,056.

    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 60,421 shares
    Change vs previous 13F -1,650 shares

    1.96% of the 13F portfolio, value $41,384,469.

    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 62,071 shares
    Change vs previous 13F +2,817 shares

    2% of the 13F portfolio, value $41,544,293.

    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 59,254 shares
    Change vs previous 13F -118,165 shares

    1.78% of the 13F portfolio, value $36,790,754.

    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 177,419 shares
    Change vs previous 13F +57,735 shares

    3.03% of the 13F portfolio, value $99,691,749.

    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 119,684 shares
    Change vs previous 13F not available

    2.31% of the 13F portfolio, value $70,455,664.

    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).