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

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

B. Riley Wealth Advisors, Inc. held 67,570 JAAA 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 67,570 shares
    Change vs previous 13F +21,189 shares

    0.13% of the 13F portfolio, value $3,410,242.

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

  2. period ended2026-06-30
    13F 46,381 shares
    Change vs previous 13F +1,913 shares

    0.13% of the 13F portfolio, value $2,350,581.

    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 44,468 shares
    Change vs previous 13F +6,193 shares

    0.15% of the 13F portfolio, value $2,246,087.

    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 38,275 shares
    Change vs previous 13F +1,386 shares

    0.09% of the 13F portfolio, value $1,935,949.

    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 36,889 shares
    Change vs previous 13F +514 shares

    0.09% of the 13F portfolio, value $1,873,249.

    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 36,375 shares
    Change vs previous 13F -2,288 shares

    0.09% of the 13F portfolio, value $1,846,018.

    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 38,663 shares
    Change vs previous 13F +24,199 shares

    0.06% of the 13F portfolio, value $1,960,602.

    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 14,464 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $733,472.

    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).