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

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

B. Riley Wealth Advisors, Inc. held 3,574 VFH 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 3,574 shares
    Change vs previous 13F +617 shares

    0.02% of the 13F portfolio, value $464,897.

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

  2. period ended2026-06-30
    13F 2,957 shares
    Change vs previous 13F +1 shares

    0.02% of the 13F portfolio, value $389,600.

    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 2,956 shares
    Change vs previous 13F -544 shares

    0.02% of the 13F portfolio, value $349,525.

    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 3,500 shares
    Change vs previous 13F +1 shares

    0.02% of the 13F portfolio, value $467,155.

    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 3,499 shares
    Change vs previous 13F -629 shares

    0.02% of the 13F portfolio, value $459,175.

    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 4,128 shares
    Change vs previous 13F -984 shares

    0.03% of the 13F portfolio, value $525,525.

    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 5,112 shares
    Change vs previous 13F +171 shares

    0.02% of the 13F portfolio, value $610,723.

    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 4,941 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $583,435.

    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).