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

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

B. Riley Wealth Advisors, Inc. held 66,577 STIP 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 66,577 shares
    Change vs previous 13F +5,248 shares

    0.26% of the 13F portfolio, value $6,637,699.

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

  2. period ended2026-06-30
    13F 61,329 shares
    Change vs previous 13F +2,106 shares

    0.34% of the 13F portfolio, value $6,268,459.

    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 59,223 shares
    Change vs previous 13F -855 shares

    0.4% of the 13F portfolio, value $6,122,439.

    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 60,078 shares
    Change vs previous 13F -3,528 shares

    0.29% of the 13F portfolio, value $6,151,371.

    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 63,606 shares
    Change vs previous 13F +2,598 shares

    0.32% of the 13F portfolio, value $6,574,315.

    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 61,008 shares
    Change vs previous 13F +4,454 shares

    0.3% of the 13F portfolio, value $6,278,310.

    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 56,554 shares
    Change vs previous 13F +3,380 shares

    0.18% of the 13F portfolio, value $5,851,655.

    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 53,174 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $5,349,301.

    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).