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

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

B. Riley Wealth Advisors, Inc. held 11,075 PSI 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 11,075 shares
    Change vs previous 13F -125 shares

    0.07% of the 13F portfolio, value $1,688,606.

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

  2. period ended2026-06-30
    13F 11,200 shares
    Change vs previous 13F +125 shares

    0.11% of the 13F portfolio, value $1,993,378.

    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 11,075 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $980,359.

    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 11,075 shares
    Change vs previous 13F -228 shares

    0.04% of the 13F portfolio, value $873,375.

    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 11,303 shares
    Change vs previous 13F -826 shares

    0.04% of the 13F portfolio, value $794,865.

    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 12,129 shares
    Change vs previous 13F -10,890 shares

    0.04% of the 13F portfolio, value $727,244.

    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 23,019 shares
    Change vs previous 13F -830 shares

    0.03% of the 13F portfolio, value $1,090,617.

    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 23,849 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,381,361.

    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).