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

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

B. Riley Wealth Advisors, Inc. held 0 PFXF shares at 2025-06-30 per its 13F-HR filed 2025-08-19.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -65,615 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 65,615 shares
    Change vs previous 13F +2,324 shares

    0.03% of the 13F portfolio, value $1,099,707.

    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).

  3. period ended2024-12-31
    13F 63,291 shares
    Change vs previous 13F +76 shares

    0.04% of the 13F portfolio, value $1,091,771.

    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).

  4. period ended2024-09-30
    13F 63,215 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,154,501.

    13F-HR 0001213900-24-108922 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).