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

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

B. Riley Wealth Advisors, Inc. held 3,206 PWR 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 3,206 shares
    Change vs previous 13F +1,853 shares

    0.08% of the 13F portfolio, value $2,059,915.

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

  2. period ended2026-06-30
    13F 1,353 shares
    Change vs previous 13F -20 shares

    0.05% of the 13F portfolio, value $966,660.

    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 1,373 shares
    Change vs previous 13F -1,909 shares

    0.05% of the 13F portfolio, value $732,890.

    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 3,282 shares
    Change vs previous 13F -217 shares

    0.07% of the 13F portfolio, value $1,385,206.

    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 3,499 shares
    Change vs previous 13F -264 shares

    0.07% of the 13F portfolio, value $1,449,794.

    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 3,763 shares
    Change vs previous 13F -61 shares

    0.07% of the 13F portfolio, value $1,422,712.

    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 3,824 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $971,990.

    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).