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

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

B. Riley Wealth Advisors, Inc. held 22,559 JEPQ 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 22,559 shares
    Change vs previous 13F +9,956 shares

    0.05% of the 13F portfolio, value $1,381,943.

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

  2. period ended2026-06-30
    13F 12,603 shares
    Change vs previous 13F +7,175 shares

    0.04% of the 13F portfolio, value $764,984.

    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 5,428 shares
    Change vs previous 13F -10,651 shares

    0.02% of the 13F portfolio, value $291,867.

    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 16,079 shares
    Change vs previous 13F +1,241 shares

    0.04% of the 13F portfolio, value $934,505.

    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 14,838 shares
    Change vs previous 13F -1,256 shares

    0.04% of the 13F portfolio, value $853,453.

    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 16,094 shares
    Change vs previous 13F -256,392 shares

    0.04% of the 13F portfolio, value $875,496.

    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 272,486 shares
    Change vs previous 13F +90,595 shares

    0.43% of the 13F portfolio, value $14,109,347.

    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 181,891 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $10,337,924.

    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).