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

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

B. Riley Wealth Advisors, Inc. held 123,196 PFE 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 123,196 shares
    Change vs previous 13F +32,698 shares

    0.14% of the 13F portfolio, value $3,513,544.

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

  2. period ended2026-06-30
    13F 90,498 shares
    Change vs previous 13F -7,592 shares

    0.12% of the 13F portfolio, value $2,205,451.

    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 98,090 shares
    Change vs previous 13F -4,326 shares

    0.18% of the 13F portfolio, value $2,723,972.

    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 102,416 shares
    Change vs previous 13F -15,404 shares

    0.12% of the 13F portfolio, value $2,550,186.

    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 117,820 shares
    Change vs previous 13F -29,411 shares

    0.14% of the 13F portfolio, value $3,002,057.

    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 147,231 shares
    Change vs previous 13F -137,842 shares

    0.17% of the 13F portfolio, value $3,568,870.

    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 285,073 shares
    Change vs previous 13F +35,467 shares

    0.22% of the 13F portfolio, value $7,223,749.

    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 249,606 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $6,622,048.

    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).