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

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

B. Riley Wealth Advisors, Inc. held 33,981 SMH 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 33,981 shares
    Change vs previous 13F +907 shares

    0.82% of the 13F portfolio, value $20,694,291.

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

  2. period ended2026-06-30
    13F 33,074 shares
    Change vs previous 13F +2,455 shares

    1.14% of the 13F portfolio, value $20,902,138.

    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 30,619 shares
    Change vs previous 13F +11,547 shares

    0.72% of the 13F portfolio, value $11,100,328.

    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 19,072 shares
    Change vs previous 13F +2,086 shares

    0.32% of the 13F portfolio, value $6,868,406.

    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 16,986 shares
    Change vs previous 13F +1,022 shares

    0.27% of the 13F portfolio, value $5,543,563.

    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 15,964 shares
    Change vs previous 13F -1,695 shares

    0.22% of the 13F portfolio, value $4,452,038.

    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 17,659 shares
    Change vs previous 13F +1,881 shares

    0.11% of the 13F portfolio, value $3,734,247.

    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 15,778 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $3,820,920.

    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).