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

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

B. Riley Wealth Advisors, Inc. held 10,387 UBS 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 10,387 shares
    Change vs previous 13F -169 shares

    0.02% of the 13F portfolio, value $499,922.

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

  2. period ended2026-06-30
    13F 10,556 shares
    Change vs previous 13F -237 shares

    0.03% of the 13F portfolio, value $522,409.

    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 10,793 shares
    Change vs previous 13F -2,871 shares

    0.03% of the 13F portfolio, value $395,791.

    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 13,664 shares
    Change vs previous 13F -1,060 shares

    0.03% of the 13F portfolio, value $632,795.

    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 14,724 shares
    Change vs previous 13F -11,836 shares

    0.03% of the 13F portfolio, value $603,695.

    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 26,560 shares
    Change vs previous 13F -15,548 shares

    0.04% of the 13F portfolio, value $898,271.

    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 42,108 shares
    Change vs previous 13F +27,894 shares

    0.04% of the 13F portfolio, value $1,289,782.

    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 14,214 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $430,981.

    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).