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

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

B. Riley Wealth Advisors, Inc. held 9,900 LQD 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 9,900 shares
    Change vs previous 13F -7,148 shares

    0.04% of the 13F portfolio, value $1,011,549.

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

  2. period ended2026-06-30
    13F 17,048 shares
    Change vs previous 13F -941 shares

    0.1% of the 13F portfolio, value $1,870,178.

    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 17,989 shares
    Change vs previous 13F +11,618 shares

    0.13% of the 13F portfolio, value $1,948,435.

    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 6,371 shares
    Change vs previous 13F -2,179 shares

    0.03% of the 13F portfolio, value $702,021.

    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 8,550 shares
    Change vs previous 13F +3,117 shares

    0.05% of the 13F portfolio, value $953,100.

    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 5,433 shares
    Change vs previous 13F -2,894 shares

    0.03% of the 13F portfolio, value $595,487.

    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 8,327 shares
    Change vs previous 13F -1,208 shares

    0.03% of the 13F portfolio, value $905,017.

    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 9,535 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,018,695.

    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).