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

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

B. Riley Wealth Advisors, Inc. held 27,798 JMBS 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 27,798 shares
    Change vs previous 13F +3,182 shares

    0.05% of the 13F portfolio, value $1,174,752.

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

  2. period ended2026-06-30
    13F 24,616 shares
    Change vs previous 13F -403 shares

    0.06% of the 13F portfolio, value $1,117,055.

    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 25,019 shares
    Change vs previous 13F -6,223 shares

    0.07% of the 13F portfolio, value $1,132,621.

    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 31,242 shares
    Change vs previous 13F +297 shares

    0.07% of the 13F portfolio, value $1,427,431.

    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 30,945 shares
    Change vs previous 13F +1,478 shares

    0.07% of the 13F portfolio, value $1,413,242.

    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 29,467 shares
    Change vs previous 13F +2,545 shares

    0.06% of the 13F portfolio, value $1,327,505.

    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 26,922 shares
    Change vs previous 13F +12,468 shares

    0.04% of the 13F portfolio, value $1,216,852.

    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 14,454 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $638,587.

    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).