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

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

B. Riley Wealth Advisors, Inc. held 19,608 RDVI 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 19,608 shares
    Change vs previous 13F +2,477 shares

    0.02% of the 13F portfolio, value $546,680.

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

  2. period ended2026-06-30
    13F 17,131 shares
    Change vs previous 13F -343 shares

    0.03% of the 13F portfolio, value $500,390.

    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 17,474 shares
    Change vs previous 13F -19 shares

    0.03% of the 13F portfolio, value $434,752.

    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 17,493 shares
    Change vs previous 13F +54 shares

    0.02% of the 13F portfolio, value $459,011.

    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 17,439 shares
    Change vs previous 13F +3,453 shares

    0.02% of the 13F portfolio, value $450,808.

    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 13,986 shares
    Change vs previous 13F -348,239 shares

    0.02% of the 13F portfolio, value $345,590.

    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 362,225 shares
    Change vs previous 13F +31,862 shares

    0.26% of the 13F portfolio, value $8,591,985.

    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 330,363 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $8,007,992.

    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).