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

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

B. Riley Wealth Advisors, Inc. held 38,131 QQQ 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 38,131 shares
    Change vs previous 13F +8,861 shares

    1.12% of the 13F portfolio, value $28,208,457.

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

  2. period ended2026-06-30
    13F 29,270 shares
    Change vs previous 13F -4,937 shares

    1.16% of the 13F portfolio, value $21,193,838.

    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 34,207 shares
    Change vs previous 13F -11,771 shares

    1.23% of the 13F portfolio, value $19,096,926.

    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 45,978 shares
    Change vs previous 13F +481 shares

    1.34% of the 13F portfolio, value $28,244,459.

    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 45,497 shares
    Change vs previous 13F -2,062 shares

    1.31% of the 13F portfolio, value $27,314,871.

    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 47,559 shares
    Change vs previous 13F -37,023 shares

    1.27% of the 13F portfolio, value $26,235,103.

    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 84,582 shares
    Change vs previous 13F not available

    1.21% of the 13F portfolio, value $39,662,182.

    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).