Skip to content
Disclosery

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

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

B. Riley Wealth Advisors, Inc. held 52,436 PFF 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 52,436 shares
    Change vs previous 13F +15,202 shares

    0.06% of the 13F portfolio, value $1,546,876.

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

  2. period ended2026-06-30
    13F 37,234 shares
    Change vs previous 13F +3,499 shares

    0.06% of the 13F portfolio, value $1,139,744.

    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 33,735 shares
    Change vs previous 13F -11,731 shares

    0.07% of the 13F portfolio, value $1,016,089.

    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 45,466 shares
    Change vs previous 13F +139 shares

    0.07% of the 13F portfolio, value $1,407,667.

    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 45,327 shares
    Change vs previous 13F -4,276 shares

    0.07% of the 13F portfolio, value $1,433,252.

    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 49,603 shares
    Change vs previous 13F -109,755 shares

    0.07% of the 13F portfolio, value $1,521,806.

    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 159,358 shares
    Change vs previous 13F +10,072 shares

    0.15% of the 13F portfolio, value $4,897,094.

    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 149,286 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $4,693,556.

    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).