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

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

B. Riley Wealth Advisors, Inc. held 25,459 SHY 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 25,459 shares
    Change vs previous 13F +6,257 shares

    0.08% of the 13F portfolio, value $2,067,289.

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

  2. period ended2026-06-30
    13F 19,202 shares
    Change vs previous 13F +1,573 shares

    0.09% of the 13F portfolio, value $1,577,823.

    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 17,629 shares
    Change vs previous 13F -3,616 shares

    0.09% of the 13F portfolio, value $1,454,385.

    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 21,245 shares
    Change vs previous 13F -608 shares

    0.08% of the 13F portfolio, value $1,759,532.

    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 21,853 shares
    Change vs previous 13F +930 shares

    0.09% of the 13F portfolio, value $1,812,930.

    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 20,923 shares
    Change vs previous 13F -7,047 shares

    0.08% of the 13F portfolio, value $1,733,666.

    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 27,970 shares
    Change vs previous 13F +6,890 shares

    0.07% of the 13F portfolio, value $2,313,972.

    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 21,080 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,728,118.

    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).