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

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

B. Riley Wealth Advisors, Inc. held 22,097 SPSM 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 22,097 shares
    Change vs previous 13F -18,053 shares

    0.05% of the 13F portfolio, value $1,168,064.

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

  2. period ended2026-06-30
    13F 40,150 shares
    Change vs previous 13F +11,893 shares

    0.13% of the 13F portfolio, value $2,299,803.

    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 28,257 shares
    Change vs previous 13F -5,223 shares

    0.09% of the 13F portfolio, value $1,328,084.

    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 33,480 shares
    Change vs previous 13F +1,859 shares

    0.07% of the 13F portfolio, value $1,568,885.

    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 31,621 shares
    Change vs previous 13F +1,945 shares

    0.07% of the 13F portfolio, value $1,464,683.

    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 29,676 shares
    Change vs previous 13F -42,115 shares

    0.06% of the 13F portfolio, value $1,264,182.

    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 71,791 shares
    Change vs previous 13F +13,190 shares

    0.09% of the 13F portfolio, value $2,926,211.

    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 58,601 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,632,373.

    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).