Skip to content
Disclosery

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

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

B. Riley Wealth Advisors, Inc. held 5,952 OEF 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 5,952 shares
    Change vs previous 13F +2,260 shares

    0.09% of the 13F portfolio, value $2,273,972.

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

  2. period ended2026-06-30
    13F 3,692 shares
    Change vs previous 13F -563 shares

    0.07% of the 13F portfolio, value $1,338,319.

    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 4,255 shares
    Change vs previous 13F -10,241 shares

    0.08% of the 13F portfolio, value $1,311,285.

    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 14,496 shares
    Change vs previous 13F +17 shares

    0.24% of the 13F portfolio, value $4,971,541.

    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 14,479 shares
    Change vs previous 13F +3,910 shares

    0.23% of the 13F portfolio, value $4,819,193.

    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 10,569 shares
    Change vs previous 13F -11,237 shares

    0.16% of the 13F portfolio, value $3,216,593.

    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 21,806 shares
    Change vs previous 13F +14,055 shares

    0.18% of the 13F portfolio, value $5,905,818.

    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 7,751 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,238,906.

    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).