Skip to content

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

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

B. Riley Wealth Advisors, Inc. held 2,407 J 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 2,407 shares
    Change vs previous 13F -68 shares

    0.01% of the 13F portfolio, value $325,644.

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

  2. period ended2026-06-30
    13F 2,475 shares
    Change vs previous 13F +418 shares

    0.02% of the 13F portfolio, value $306,452.

    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 2,057 shares
    Change vs previous 13F -327 shares

    0.02% of the 13F portfolio, value $256,736.

    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 2,384 shares
    Change vs previous 13F +137 shares

    0.01% of the 13F portfolio, value $315,782.

    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 2,247 shares
    Change vs previous 13F +66 shares

    0.02% of the 13F portfolio, value $336,699.

    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 2,181 shares
    Change vs previous 13F -70 shares

    0.01% of the 13F portfolio, value $286,633.

    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 2,251 shares
    Change vs previous 13F +171 shares

    0.01% of the 13F portfolio, value $272,166.

    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 2,080 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $277,936.

    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).