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

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

B. Riley Wealth Advisors, Inc. held 19,596 IWR 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 19,596 shares
    Change vs previous 13F +1,657 shares

    0.08% of the 13F portfolio, value $2,091,050.

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

  2. period ended2026-06-30
    13F 17,939 shares
    Change vs previous 13F -136 shares

    0.11% of the 13F portfolio, value $1,976,150.

    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 18,075 shares
    Change vs previous 13F -412 shares

    0.11% of the 13F portfolio, value $1,712,378.

    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 18,487 shares
    Change vs previous 13F -1,094 shares

    0.08% of the 13F portfolio, value $1,779,715.

    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 19,581 shares
    Change vs previous 13F -12,185 shares

    0.09% of the 13F portfolio, value $1,890,538.

    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 31,766 shares
    Change vs previous 13F -18,888 shares

    0.14% of the 13F portfolio, value $2,921,490.

    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 50,654 shares
    Change vs previous 13F -2,932 shares

    0.13% of the 13F portfolio, value $4,309,166.

    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 53,586 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $4,736,969.

    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).