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

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

B. Riley Wealth Advisors, Inc. held 17,454 SPYG 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 17,454 shares
    Change vs previous 13F -6,004 shares

    0.08% of the 13F portfolio, value $2,148,282.

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

  2. period ended2026-06-30
    13F 23,458 shares
    Change vs previous 13F +20,131 shares

    0.15% of the 13F portfolio, value $2,754,194.

    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 3,327 shares
    Change vs previous 13F -24,087 shares

    0.02% of the 13F portfolio, value $312,944.

    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 27,414 shares
    Change vs previous 13F -1,575 shares

    0.14% of the 13F portfolio, value $2,925,046.

    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 28,989 shares
    Change vs previous 13F +3,409 shares

    0.15% of the 13F portfolio, value $3,029,655.

    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 25,580 shares
    Change vs previous 13F +14,158 shares

    0.12% of the 13F portfolio, value $2,438,324.

    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 11,422 shares
    Change vs previous 13F -118,880 shares

    0.03% of the 13F portfolio, value $918,002.

    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 130,302 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $11,453,573.

    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).