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

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

B. Riley Wealth Advisors, Inc. held 38,119 USIG 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 38,119 shares
    Change vs previous 13F +11,923 shares

    0.07% of the 13F portfolio, value $1,856,793.

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

  2. period ended2026-06-30
    13F 26,196 shares
    Change vs previous 13F +5,011 shares

    0.07% of the 13F portfolio, value $1,349,502.

    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 21,185 shares
    Change vs previous 13F -1,073 shares

    0.07% of the 13F portfolio, value $1,079,777.

    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 22,258 shares
    Change vs previous 13F +22 shares

    0.05% of the 13F portfolio, value $1,152,283.

    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 22,236 shares
    Change vs previous 13F +11,145 shares

    0.06% of the 13F portfolio, value $1,161,160.

    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 11,091 shares
    Change vs previous 13F +2,411 shares

    0.03% of the 13F portfolio, value $570,509.

    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 8,680 shares
    Change vs previous 13F -157 shares

    0.01% of the 13F portfolio, value $443,369.

    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 8,837 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $444,307.

    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).