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

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

B. Riley Wealth Advisors, Inc. held 127,091 RA 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 127,091 shares
    Change vs previous 13F -6,454 shares

    0.06% of the 13F portfolio, value $1,467,904.

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

  2. period ended2026-06-30
    13F 133,545 shares
    Change vs previous 13F -10,998 shares

    0.09% of the 13F portfolio, value $1,722,741.

    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 144,543 shares
    Change vs previous 13F -1,676 shares

    0.12% of the 13F portfolio, value $1,815,464.

    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 146,219 shares
    Change vs previous 13F +1,139 shares

    0.09% of the 13F portfolio, value $1,894,998.

    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 145,080 shares
    Change vs previous 13F -2,036 shares

    0.09% of the 13F portfolio, value $1,938,271.

    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 147,116 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,966,902.

    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).