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

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

B. Riley Wealth Advisors, Inc. held 36,891 QQEW 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 36,891 shares
    Change vs previous 13F +5,826 shares

    0.24% of the 13F portfolio, value $6,003,215.

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

  2. period ended2026-06-30
    13F 31,065 shares
    Change vs previous 13F +1,267 shares

    0.27% of the 13F portfolio, value $4,910,757.

    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 29,798 shares
    Change vs previous 13F -2,769 shares

    0.24% of the 13F portfolio, value $3,666,688.

    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 32,567 shares
    Change vs previous 13F +1,058 shares

    0.22% of the 13F portfolio, value $4,628,732.

    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 31,509 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $4,446,252.

    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 31,509 shares
    Change vs previous 13F +4,632 shares

    0.21% of the 13F portfolio, value $4,300,681.

    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 26,877 shares
    Change vs previous 13F +5,241 shares

    0.1% of the 13F portfolio, value $3,250,226.

    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 21,636 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,703,634.

    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).