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

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

B. Riley Wealth Advisors, Inc. held 8,268 SDY 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 8,268 shares
    Change vs previous 13F +624 shares

    0.05% of the 13F portfolio, value $1,211,090.

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

  2. period ended2026-06-30
    13F 7,644 shares
    Change vs previous 13F +197 shares

    0.06% of the 13F portfolio, value $1,167,677.

    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 7,447 shares
    Change vs previous 13F +164 shares

    0.07% of the 13F portfolio, value $1,076,117.

    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 7,283 shares
    Change vs previous 13F -173 shares

    0.05% of the 13F portfolio, value $1,013,568.

    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 7,456 shares
    Change vs previous 13F -1,565 shares

    0.05% of the 13F portfolio, value $1,044,204.

    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 9,021 shares
    Change vs previous 13F -4,804 shares

    0.06% of the 13F portfolio, value $1,224,413.

    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 13,825 shares
    Change vs previous 13F -938 shares

    0.06% of the 13F portfolio, value $1,875,712.

    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 14,763 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,950,215.

    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).