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

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

B. Riley Wealth Advisors, Inc. held 12,102 TIP 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 12,102 shares
    Change vs previous 13F +5,555 shares

    0.05% of the 13F portfolio, value $1,259,041.

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

  2. period ended2026-06-30
    13F 6,547 shares
    Change vs previous 13F +427 shares

    0.04% of the 13F portfolio, value $719,553.

    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 6,120 shares
    Change vs previous 13F -5,026 shares

    0.04% of the 13F portfolio, value $675,327.

    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 11,146 shares
    Change vs previous 13F +595 shares

    0.06% of the 13F portfolio, value $1,225,046.

    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 10,551 shares
    Change vs previous 13F +3,266 shares

    0.06% of the 13F portfolio, value $1,173,505.

    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 7,285 shares
    Change vs previous 13F -4,844 shares

    0.04% of the 13F portfolio, value $801,689.

    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 12,129 shares
    Change vs previous 13F +1,094 shares

    0.04% of the 13F portfolio, value $1,347,427.

    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 11,035 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,175,751.

    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).