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

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

B. Riley Wealth Advisors, Inc. held 27,303 OBDC 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 27,303 shares
    Change vs previous 13F +16 shares

    0.01% of the 13F portfolio, value $286,405.

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

  2. period ended2026-06-30
    13F 27,287 shares
    Change vs previous 13F +17 shares

    0.02% of the 13F portfolio, value $304,245.

    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 27,270 shares
    Change vs previous 13F -2,259 shares

    0.02% of the 13F portfolio, value $296,964.

    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 29,529 shares
    Change vs previous 13F -5,151 shares

    0.02% of the 13F portfolio, value $367,046.

    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 34,680 shares
    Change vs previous 13F +599 shares

    0.02% of the 13F portfolio, value $442,867.

    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 34,081 shares
    Change vs previous 13F -28,043 shares

    0.02% of the 13F portfolio, value $488,726.

    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 62,124 shares
    Change vs previous 13F +18,539 shares

    0.03% of the 13F portfolio, value $910,745.

    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 43,585 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $675,131.

    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).