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

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

B. Riley Wealth Advisors, Inc. held 2,839 MTUM 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 2,839 shares
    Change vs previous 13F -6,345 shares

    0.04% of the 13F portfolio, value $900,815.

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

  2. period ended2026-06-30
    13F 9,184 shares
    Change vs previous 13F -293 shares

    0.17% of the 13F portfolio, value $3,085,657.

    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 9,477 shares
    Change vs previous 13F -391 shares

    0.14% of the 13F portfolio, value $2,186,963.

    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 9,868 shares
    Change vs previous 13F -4,978 shares

    0.12% of the 13F portfolio, value $2,470,169.

    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 14,846 shares
    Change vs previous 13F -7,621 shares

    0.18% of the 13F portfolio, value $3,807,235.

    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 22,467 shares
    Change vs previous 13F -1,103 shares

    0.26% of the 13F portfolio, value $5,399,288.

    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 23,570 shares
    Change vs previous 13F +8,629 shares

    0.14% of the 13F portfolio, value $4,764,243.

    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 14,941 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $3,091,505.

    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).