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

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

B. Riley Wealth Advisors, Inc. held 17,516 VBK 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 17,516 shares
    Change vs previous 13F +2,848 shares

    0.23% of the 13F portfolio, value $5,917,332.

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

  2. period ended2026-06-30
    13F 14,668 shares
    Change vs previous 13F +114 shares

    0.29% of the 13F portfolio, value $5,301,289.

    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 14,554 shares
    Change vs previous 13F -2,359 shares

    0.27% of the 13F portfolio, value $4,214,602.

    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 16,913 shares
    Change vs previous 13F -965 shares

    0.24% of the 13F portfolio, value $5,109,581.

    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 17,878 shares
    Change vs previous 13F -1,750 shares

    0.26% of the 13F portfolio, value $5,320,863.

    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 19,628 shares
    Change vs previous 13F -6,163 shares

    0.26% of the 13F portfolio, value $5,435,923.

    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 25,791 shares
    Change vs previous 13F -2,048 shares

    0.2% of the 13F portfolio, value $6,493,400.

    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 27,839 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $7,796,540.

    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).