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

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

B. Riley Wealth Advisors, Inc. held 24,799 USFR 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 24,799 shares
    Change vs previous 13F -361 shares

    0.05% of the 13F portfolio, value $1,249,622.

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

  2. period ended2026-06-30
    13F 25,160 shares
    Change vs previous 13F -426 shares

    0.07% of the 13F portfolio, value $1,266,541.

    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 25,586 shares
    Change vs previous 13F -1,384 shares

    0.08% of the 13F portfolio, value $1,288,020.

    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 26,970 shares
    Change vs previous 13F -903 shares

    0.06% of the 13F portfolio, value $1,357,144.

    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 27,873 shares
    Change vs previous 13F +622 shares

    0.07% of the 13F portfolio, value $1,401,156.

    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 27,251 shares
    Change vs previous 13F +145 shares

    0.07% of the 13F portfolio, value $1,370,996.

    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 27,106 shares
    Change vs previous 13F -1,250 shares

    0.04% of the 13F portfolio, value $1,364,264.

    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 28,356 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,426,861.

    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).