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

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

B. Riley Wealth Advisors, Inc. held 7,116 SHOP 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 7,116 shares
    Change vs previous 13F +1,847 shares

    0.04% of the 13F portfolio, value $1,055,309.

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

  2. period ended2026-06-30
    13F 5,269 shares
    Change vs previous 13F -817 shares

    0.03% of the 13F portfolio, value $601,781.

    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 6,086 shares
    Change vs previous 13F -1,506 shares

    0.04% of the 13F portfolio, value $680,233.

    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 7,592 shares
    Change vs previous 13F +939 shares

    0.06% of the 13F portfolio, value $1,222,092.

    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 6,653 shares
    Change vs previous 13F -1,729 shares

    0.05% of the 13F portfolio, value $988,710.

    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 8,382 shares
    Change vs previous 13F -19,446 shares

    0.05% of the 13F portfolio, value $966,870.

    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 27,828 shares
    Change vs previous 13F +976 shares

    0.08% of the 13F portfolio, value $2,656,130.

    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 26,852 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,855,173.

    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).