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

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

B. Riley Wealth Advisors, Inc. held 9,123 VBR 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 9,123 shares
    Change vs previous 13F +1,183 shares

    0.08% of the 13F portfolio, value $2,107,767.

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

  2. period ended2026-06-30
    13F 7,940 shares
    Change vs previous 13F +438 shares

    0.11% of the 13F portfolio, value $1,929,344.

    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 7,502 shares
    Change vs previous 13F -960 shares

    0.1% of the 13F portfolio, value $1,592,563.

    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 8,462 shares
    Change vs previous 13F +14 shares

    0.08% of the 13F portfolio, value $1,792,180.

    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 8,448 shares
    Change vs previous 13F -3,490 shares

    0.08% of the 13F portfolio, value $1,763,226.

    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 11,938 shares
    Change vs previous 13F -10,084 shares

    0.11% of the 13F portfolio, value $2,327,946.

    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 22,022 shares
    Change vs previous 13F -1,774 shares

    0.12% of the 13F portfolio, value $4,102,413.

    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 23,796 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $4,715,808.

    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).