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

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

B. Riley Wealth Advisors, Inc. held 81,748 VCSH 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 81,748 shares
    Change vs previous 13F +31,707 shares

    0.25% of the 13F portfolio, value $6,315,084.

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

  2. period ended2026-06-30
    13F 50,041 shares
    Change vs previous 13F +1,813 shares

    0.22% of the 13F portfolio, value $3,960,254.

    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 48,228 shares
    Change vs previous 13F -9,567 shares

    0.25% of the 13F portfolio, value $3,811,904.

    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 57,795 shares
    Change vs previous 13F +8,147 shares

    0.22% of the 13F portfolio, value $4,607,994.

    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 49,648 shares
    Change vs previous 13F -36,846 shares

    0.19% of the 13F portfolio, value $3,968,393.

    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 86,494 shares
    Change vs previous 13F -19,361 shares

    0.33% of the 13F portfolio, value $6,876,325.

    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 105,855 shares
    Change vs previous 13F +432 shares

    0.25% of the 13F portfolio, value $8,356,205.

    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 105,423 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $8,224,059.

    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).