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

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

B. Riley Wealth Advisors, Inc. held 22,014 IYK 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 22,014 shares
    Change vs previous 13F -372 shares

    0.06% of the 13F portfolio, value $1,557,090.

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

  2. period ended2026-06-30
    13F 22,386 shares
    Change vs previous 13F +658 shares

    0.09% of the 13F portfolio, value $1,645,818.

    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 21,728 shares
    Change vs previous 13F +6 shares

    0.1% of the 13F portfolio, value $1,520,119.

    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 21,722 shares
    Change vs previous 13F -4,303 shares

    0.07% of the 13F portfolio, value $1,453,644.

    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 26,025 shares
    Change vs previous 13F -141 shares

    0.09% of the 13F portfolio, value $1,779,845.

    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 26,166 shares
    Change vs previous 13F +3,572 shares

    0.09% of the 13F portfolio, value $1,844,170.

    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 22,594 shares
    Change vs previous 13F +2,638 shares

    0.05% of the 13F portfolio, value $1,617,064.

    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 19,956 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,308,897.

    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).