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

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

B. Riley Wealth Advisors, Inc. held 35,885 URTH 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 35,885 shares
    Change vs previous 13F -878 shares

    0.29% of the 13F portfolio, value $7,400,574.

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

  2. period ended2026-06-30
    13F 36,763 shares
    Change vs previous 13F +1,062 shares

    0.4% of the 13F portfolio, value $7,398,182.

    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 35,701 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $6,245,564.

    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).