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

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

B. Riley Wealth Advisors, Inc. held 6,997 IWM 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 6,997 shares
    Change vs previous 13F -300 shares

    0.08% of the 13F portfolio, value $1,944,485.

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

  2. period ended2026-06-30
    13F 7,297 shares
    Change vs previous 13F -781 shares

    0.12% of the 13F portfolio, value $2,181,677.

    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 8,078 shares
    Change vs previous 13F -10,460 shares

    0.13% of the 13F portfolio, value $1,935,553.

    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 18,538 shares
    Change vs previous 13F +3,945 shares

    0.22% of the 13F portfolio, value $4,563,298.

    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 14,593 shares
    Change vs previous 13F -187 shares

    0.17% of the 13F portfolio, value $3,530,903.

    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 14,780 shares
    Change vs previous 13F -4,975 shares

    0.15% of the 13F portfolio, value $3,189,283.

    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 19,755 shares
    Change vs previous 13F -857 shares

    0.12% of the 13F portfolio, value $3,941,001.

    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 20,612 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $4,554,462.

    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).