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

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

B. Riley Wealth Advisors, Inc. held 194,074 PDBC 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 194,074 shares
    Change vs previous 13F +4,702 shares

    0.15% of the 13F portfolio, value $3,745,639.

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

  2. period ended2026-06-30
    13F 189,372 shares
    Change vs previous 13F +43,522 shares

    0.16% of the 13F portfolio, value $2,999,650.

    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 145,850 shares
    Change vs previous 13F -2,656 shares

    0.16% of the 13F portfolio, value $2,552,413.

    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 148,506 shares
    Change vs previous 13F -4 shares

    0.09% of the 13F portfolio, value $1,967,725.

    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 148,510 shares
    Change vs previous 13F -53,261 shares

    0.1% of the 13F portfolio, value $1,994,492.

    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 201,771 shares
    Change vs previous 13F -71,741 shares

    0.13% of the 13F portfolio, value $2,631,090.

    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 273,512 shares
    Change vs previous 13F -24,955 shares

    0.11% of the 13F portfolio, value $3,727,963.

    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 298,467 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $3,877,084.

    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).