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

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

B. Riley Wealth Advisors, Inc. held 45,385 SPY 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 45,385 shares
    Change vs previous 13F +11,684 shares

    1.37% of the 13F portfolio, value $34,612,052.

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

  2. period ended2026-06-30
    13F 33,701 shares
    Change vs previous 13F +9 shares

    1.36% of the 13F portfolio, value $24,972,192.

    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 33,692 shares
    Change vs previous 13F -7,130 shares

    1.38% of the 13F portfolio, value $21,292,345.

    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 40,822 shares
    Change vs previous 13F +1,854 shares

    1.32% of the 13F portfolio, value $27,837,298.

    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 38,968 shares
    Change vs previous 13F -1,365 shares

    1.25% of the 13F portfolio, value $25,959,581.

    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 40,333 shares
    Change vs previous 13F -29,905 shares

    1.21% of the 13F portfolio, value $24,919,990.

    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 70,238 shares
    Change vs previous 13F +7,345 shares

    1.19% of the 13F portfolio, value $39,290,263.

    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 62,893 shares
    Change vs previous 13F not available

    1.21% of the 13F portfolio, value $36,983,542.

    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).