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

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

B. Riley Wealth Advisors, Inc. held 68,444 IVW 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 68,444 shares
    Change vs previous 13F +3,410 shares

    0.38% of the 13F portfolio, value $9,736,874.

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

  2. period ended2026-06-30
    13F 65,034 shares
    Change vs previous 13F -5,151 shares

    0.48% of the 13F portfolio, value $8,818,557.

    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 70,185 shares
    Change vs previous 13F -3,755 shares

    0.49% of the 13F portfolio, value $7,629,830.

    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 73,940 shares
    Change vs previous 13F +2,919 shares

    0.43% of the 13F portfolio, value $9,113,839.

    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 71,021 shares
    Change vs previous 13F -458 shares

    0.41% of the 13F portfolio, value $8,573,598.

    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 71,479 shares
    Change vs previous 13F -147,448 shares

    0.38% of the 13F portfolio, value $7,869,863.

    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 218,927 shares
    Change vs previous 13F +74,494 shares

    0.62% of the 13F portfolio, value $20,322,978.

    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 144,433 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $14,664,313.

    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).