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

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

B. Riley Wealth Advisors, Inc. held 11,928 PEP 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 11,928 shares
    Change vs previous 13F +1,461 shares

    0.06% of the 13F portfolio, value $1,511,466.

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

  2. period ended2026-06-30
    13F 10,467 shares
    Change vs previous 13F -420 shares

    0.08% of the 13F portfolio, value $1,451,630.

    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 10,887 shares
    Change vs previous 13F -656 shares

    0.11% of the 13F portfolio, value $1,707,236.

    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 11,543 shares
    Change vs previous 13F -1,122 shares

    0.08% of the 13F portfolio, value $1,656,617.

    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 12,665 shares
    Change vs previous 13F -2,617 shares

    0.09% of the 13F portfolio, value $1,778,660.

    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 15,282 shares
    Change vs previous 13F -26,720 shares

    0.1% of the 13F portfolio, value $2,017,873.

    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 42,002 shares
    Change vs previous 13F +2,019 shares

    0.19% of the 13F portfolio, value $6,297,842.

    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 39,983 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $6,134,143.

    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).