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

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

B. Riley Wealth Advisors, Inc. held 26,909 PDP 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 26,909 shares
    Change vs previous 13F +2,198 shares

    0.15% of the 13F portfolio, value $3,708,800.

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

  2. period ended2026-06-30
    13F 24,711 shares
    Change vs previous 13F -31 shares

    0.2% of the 13F portfolio, value $3,702,869.

    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 24,742 shares
    Change vs previous 13F -2,503 shares

    0.18% of the 13F portfolio, value $2,853,816.

    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 27,245 shares
    Change vs previous 13F -1,637 shares

    0.15% of the 13F portfolio, value $3,171,452.

    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 28,882 shares
    Change vs previous 13F +5 shares

    0.16% of the 13F portfolio, value $3,409,674.

    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 28,877 shares
    Change vs previous 13F +2 shares

    0.15% of the 13F portfolio, value $3,135,798.

    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 28,875 shares
    Change vs previous 13F +3,162 shares

    0.09% of the 13F portfolio, value $2,886,971.

    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 25,713 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,767,011.

    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).