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

B. Riley Wealth Advisors, Inc. held 0 PPLT shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 0 shares

   Change vs previous 13F -1,700 shares

   13F-HR 0001464811-26-000007 filed by B. Riley Wealth Advisors, Inc.
   Filed 2026-07-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

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

2. period ended2026-03-31

   13F 1,700 shares

   Change vs previous 13F -5,879 shares

   0.02% of the 13F portfolio, value $292,774.

   13F-HR 0001464811-26-000006 filed by B. Riley Wealth Advisors, Inc.
   Filed 2026-04-27 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 7,579 shares

   Change vs previous 13F +2,482 shares

   0.07% of the 13F portfolio, value $1,412,954.

   13F-HR 0001464811-26-000005 filed by B. Riley Wealth Advisors, Inc.
   Filed 2026-02-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 5,097 shares

   Change vs previous 13F +3,177 shares

   0.03% of the 13F portfolio, value $728,258.

   13F-HR 0001464811-25-000004 filed by B. Riley Wealth Advisors, Inc.
   Filed 2025-10-31 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 1,920 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $235,910.

   13F-HR 0001085146-25-005368 filed by B. Riley Wealth Advisors, Inc.
   Filed 2025-08-19 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).