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

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

B. Riley Wealth Advisors, Inc. held 359,766 STEW 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 359,766 shares
    Change vs previous 13F -45,282 shares

    0.25% of the 13F portfolio, value $6,249,137.

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

  2. period ended2026-06-30
    13F 405,048 shares
    Change vs previous 13F +1,328 shares

    0.39% of the 13F portfolio, value $7,222,015.

    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 403,720 shares
    Change vs previous 13F +5,175 shares

    0.44% of the 13F portfolio, value $6,746,150.

    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 398,545 shares
    Change vs previous 13F -5,715 shares

    0.35% of the 13F portfolio, value $7,389,027.

    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 404,260 shares
    Change vs previous 13F +2,392 shares

    0.35% of the 13F portfolio, value $7,341,356.

    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 401,868 shares
    Change vs previous 13F -24,133 shares

    0.34% of the 13F portfolio, value $7,104,812.

    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 426,001 shares
    Change vs previous 13F +24,065 shares

    0.22% of the 13F portfolio, value $7,348,549.

    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 401,936 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $6,439,014.

    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).