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

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

B. Riley Wealth Advisors, Inc. held 115,004 MSFT 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 115,004 shares
    Change vs previous 13F +33,226 shares

    2.33% of the 13F portfolio, value $58,985,688.

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

  2. period ended2026-06-30
    13F 81,778 shares
    Change vs previous 13F -1,446 shares

    1.65% of the 13F portfolio, value $30,140,905.

    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 83,224 shares
    Change vs previous 13F -21,851 shares

    1.93% of the 13F portfolio, value $29,874,061.

    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 105,075 shares
    Change vs previous 13F -6,587 shares

    2.4% of the 13F portfolio, value $50,816,206.

    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 111,662 shares
    Change vs previous 13F -9,957 shares

    2.78% of the 13F portfolio, value $57,835,653.

    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 121,619 shares
    Change vs previous 13F -101,025 shares

    2.93% of the 13F portfolio, value $60,494,746.

    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 222,644 shares
    Change vs previous 13F +11,789 shares

    2.54% of the 13F portfolio, value $83,578,229.

    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 210,855 shares
    Change vs previous 13F not available

    2.91% of the 13F portfolio, value $88,875,306.

    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).