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

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

B. Riley Wealth Advisors, Inc. held 10,173 PM 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 10,173 shares
    Change vs previous 13F +1,952 shares

    0.08% of the 13F portfolio, value $1,941,164.

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

  2. period ended2026-06-30
    13F 8,221 shares
    Change vs previous 13F -1,039 shares

    0.08% of the 13F portfolio, value $1,503,415.

    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 9,260 shares
    Change vs previous 13F -760 shares

    0.1% of the 13F portfolio, value $1,526,286.

    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 10,020 shares
    Change vs previous 13F +189 shares

    0.08% of the 13F portfolio, value $1,607,159.

    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 9,831 shares
    Change vs previous 13F -648 shares

    0.08% of the 13F portfolio, value $1,594,625.

    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 10,479 shares
    Change vs previous 13F -11,282 shares

    0.09% of the 13F portfolio, value $1,908,616.

    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 21,761 shares
    Change vs previous 13F +1,936 shares

    0.1% of the 13F portfolio, value $3,454,118.

    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 19,825 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,412,734.

    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).