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

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

B. Riley Wealth Advisors, Inc. held 5,621 LB 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 5,621 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $456,282.

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

  2. period ended2026-06-30
    13F 5,621 shares
    Change vs previous 13F +400 shares

    0.02% of the 13F portfolio, value $392,639.

    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 5,221 shares
    Change vs previous 13F -700 shares

    0.02% of the 13F portfolio, value $355,184.

    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 5,921 shares
    Change vs previous 13F +1,400 shares

    0.01% of the 13F portfolio, value $290,062.

    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 4,521 shares
    Change vs previous 13F +1,001 shares

    0.01% of the 13F portfolio, value $241,176.

    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 3,520 shares
    Change vs previous 13F +50 shares

    0.01% of the 13F portfolio, value $237,912.

    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 3,470 shares
    Change vs previous 13F +100 shares

    0.01% of the 13F portfolio, value $249,654.

    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 3,370 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $217,713.

    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).