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

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

B. Riley Wealth Advisors, Inc. held 62,820 RILY 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 62,820 shares
    Change vs previous 13F -11,000 shares

    0.01% of the 13F portfolio, value $306,877.

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

  2. period ended2026-06-30
    13F 73,820 shares
    Change vs previous 13F +24,800 shares

    0.03% of the 13F portfolio, value $603,847.

    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 49,020 shares
    Change vs previous 13F -2,050 shares

    0.02% of the 13F portfolio, value $334,317.

    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 51,070 shares
    Change vs previous 13F +10,200 shares

    0.01% of the 13F portfolio, value $238,498.

    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 40,870 shares
    Change vs previous 13F -10,895 shares

    0.01% of the 13F portfolio, value $244,198.

    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 51,765 shares
    Change vs previous 13F +306 shares

    0.01% of the 13F portfolio, value $153,744.

    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 51,459 shares
    Change vs previous 13F +8,238 shares

    0.01% of the 13F portfolio, value $199,150.

    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 43,221 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $198,385.

    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).