Skip to content
Disclosery

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

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

B. Riley Wealth Advisors, Inc. held 155,587 PLTR 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 155,587 shares
    Change vs previous 13F -3,872 shares

    1.15% of the 13F portfolio, value $29,102,495.

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

  2. period ended2026-06-30
    13F 159,459 shares
    Change vs previous 13F -2,428 shares

    1.01% of the 13F portfolio, value $18,449,383.

    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 161,887 shares
    Change vs previous 13F -11,391 shares

    1.44% of the 13F portfolio, value $22,267,521.

    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 173,278 shares
    Change vs previous 13F +3,892 shares

    1.46% of the 13F portfolio, value $30,800,132.

    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 169,386 shares
    Change vs previous 13F -9,392 shares

    1.48% of the 13F portfolio, value $30,899,318.

    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 178,778 shares
    Change vs previous 13F -25,280 shares

    1.18% of the 13F portfolio, value $24,366,487.

    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 204,058 shares
    Change vs previous 13F -11,870 shares

    0.52% of the 13F portfolio, value $17,222,477.

    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 215,928 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $16,330,628.

    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).