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

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

B. Riley Wealth Advisors, Inc. held 45,311 IWF 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 45,311 shares
    Change vs previous 13F -7,360 shares

    0.22% of the 13F portfolio, value $5,675,700.

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

  2. period ended2026-06-30
    13F 52,671 shares
    Change vs previous 13F +42,063 shares

    0.35% of the 13F portfolio, value $6,424,783.

    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 10,608 shares
    Change vs previous 13F -754 shares

    0.28% of the 13F portfolio, value $4,359,084.

    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 11,362 shares
    Change vs previous 13F -507 shares

    0.25% of the 13F portfolio, value $5,377,872.

    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 11,869 shares
    Change vs previous 13F +541 shares

    0.27% of the 13F portfolio, value $5,559,372.

    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 11,328 shares
    Change vs previous 13F -17,849 shares

    0.23% of the 13F portfolio, value $4,809,752.

    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 29,177 shares
    Change vs previous 13F +3,062 shares

    0.32% of the 13F portfolio, value $10,535,531.

    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 26,115 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $10,487,087.

    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).