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

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

B. Riley Wealth Advisors, Inc. held 125,064 VGT 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 125,064 shares
    Change vs previous 13F +99,568 shares

    0.62% of the 13F portfolio, value $15,716,853.

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

  2. period ended2026-06-30
    13F 25,496 shares
    Change vs previous 13F +23,436 shares

    0.16% of the 13F portfolio, value $2,970,265.

    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 2,060 shares
    Change vs previous 13F -10,903 shares

    0.09% of the 13F portfolio, value $1,377,342.

    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 12,963 shares
    Change vs previous 13F +386 shares

    0.46% of the 13F portfolio, value $9,771,046.

    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 12,577 shares
    Change vs previous 13F +309 shares

    0.45% of the 13F portfolio, value $9,390,382.

    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 12,268 shares
    Change vs previous 13F -7,242 shares

    0.39% of the 13F portfolio, value $8,137,178.

    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 19,510 shares
    Change vs previous 13F -91 shares

    0.32% of the 13F portfolio, value $10,581,888.

    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 19,601 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $12,187,708.

    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).