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

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

B. Riley Wealth Advisors, Inc. held 10,218 IYW 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 10,218 shares
    Change vs previous 13F -68 shares

    0.11% of the 13F portfolio, value $2,706,771.

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

  2. period ended2026-06-30
    13F 10,286 shares
    Change vs previous 13F +147 shares

    0.14% of the 13F portfolio, value $2,532,506.

    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 10,139 shares
    Change vs previous 13F -1,072 shares

    0.11% of the 13F portfolio, value $1,759,474.

    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 11,211 shares
    Change vs previous 13F -130 shares

    0.11% of the 13F portfolio, value $2,238,533.

    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 11,341 shares
    Change vs previous 13F -11,993 shares

    0.11% of the 13F portfolio, value $2,221,199.

    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 23,334 shares
    Change vs previous 13F -34,048 shares

    0.2% of the 13F portfolio, value $4,043,029.

    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 57,382 shares
    Change vs previous 13F +14,984 shares

    0.24% of the 13F portfolio, value $8,058,674.

    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 42,398 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $6,763,367.

    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).