B. Riley Wealth Advisors, Inc.: META position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of B. Riley Wealth Advisors, Inc. on META, newest first. How the timeline and the estimate are built.
B. Riley Wealth Advisors, Inc. held 59,413 META shares at 2026-06-30 per its 13F-HR filed 2026-07-14.
the latest 13F is the newest step
- period ended2026-06-3013F 59,413 sharesChange vs previous 13F +15 shares
1.83% of the 13F portfolio, value $33,426,001.
13F-HR 0001464811-26-000007 filed by B. Riley Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 59,398 sharesChange vs previous 13F -9,081 shares
2.06% of the 13F portfolio, value $31,859,903.
13F-HR 0001464811-26-000006 filed by B. Riley Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 68,479 sharesChange vs previous 13F +3,536 shares
2.14% of the 13F portfolio, value $45,202,404.
13F-HR 0001464811-26-000005 filed by B. Riley Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 64,943 sharesChange vs previous 13F -1,442 shares
2.29% of the 13F portfolio, value $47,693,104.
13F-HR 0001464811-25-000004 filed by B. Riley Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 66,385 sharesChange vs previous 13F -2,375 shares
2.38% of the 13F portfolio, value $48,998,179.
13F-HR 0001085146-25-005368 filed by B. Riley Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 68,760 sharesChange vs previous 13F +7,740 shares
1.2% of the 13F portfolio, value $39,630,328.
13F-HR 0001464811-26-000009 filed by B. Riley Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 61,020 sharesChange vs previous 13F -3,841 shares
1.17% of the 13F portfolio, value $35,727,799.
13F-HR 0001213900-25-016975 filed by B. Riley Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 64,861 sharesChange vs previous 13F not available
1.04% of the 13F portfolio, value $37,384,921.
13F-HR 0001213900-24-108922 filed by B. Riley Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).