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

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

B. Riley Wealth Advisors, Inc. held 6,260 IWS 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 6,260 shares
    Change vs previous 13F -203 shares

    0.04% of the 13F portfolio, value $1,006,314.

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

  2. period ended2026-06-30
    13F 6,463 shares
    Change vs previous 13F +547 shares

    0.06% of the 13F portfolio, value $1,065,996.

    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 5,916 shares
    Change vs previous 13F -147 shares

    0.05% of the 13F portfolio, value $841,738.

    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 6,063 shares
    Change vs previous 13F +216 shares

    0.04% of the 13F portfolio, value $855,135.

    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 5,847 shares
    Change vs previous 13F -4,085 shares

    0.04% of the 13F portfolio, value $816,687.

    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 9,932 shares
    Change vs previous 13F -3,466 shares

    0.06% of the 13F portfolio, value $1,312,397.

    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 13,398 shares
    Change vs previous 13F -4,507 shares

    0.05% of the 13F portfolio, value $1,687,695.

    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 17,905 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,315,793.

    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).