B. Riley Wealth Advisors, Inc.: ORI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of B. Riley Wealth Advisors, Inc. on ORI, newest first. How the timeline and the estimate are built.
B. Riley Wealth Advisors, Inc. held 0 ORI shares at 2026-03-31 per its 13F-HR filed 2026-04-27.
the latest 13F is the newest step
- period ended2026-03-3113F 0 sharesChange vs previous 13F -4,620 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2025-12-3113F 4,620 sharesChange vs previous 13F -948 shares
0.01% of the 13F portfolio, value $210,840.
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 5,568 sharesChange vs previous 13F +5,568 shares
0.01% of the 13F portfolio, value $236,456.
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 0 sharesChange vs previous 13F -9,515 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2025-03-3113F 9,515 sharesChange vs previous 13F -28 shares
0.01% of the 13F portfolio, value $373,196.
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 9,543 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $345,361.
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).