Skip to content
Disclosery

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

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

B. Riley Wealth Advisors, Inc. held 45,742 VIG 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 45,742 shares
    Change vs previous 13F +42,135 shares

    0.42% of the 13F portfolio, value $10,672,143.

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

  2. period ended2026-06-30
    13F 3,607 shares
    Change vs previous 13F -290 shares

    0.05% of the 13F portfolio, value $851,056.

    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 3,897 shares
    Change vs previous 13F -38,168 shares

    0.05% of the 13F portfolio, value $821,032.

    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 42,065 shares
    Change vs previous 13F +1,809 shares

    0.44% of the 13F portfolio, value $9,244,965.

    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 40,256 shares
    Change vs previous 13F +1,679 shares

    0.42% of the 13F portfolio, value $8,686,827.

    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 38,577 shares
    Change vs previous 13F -12,315 shares

    0.38% of the 13F portfolio, value $7,895,638.

    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 50,892 shares
    Change vs previous 13F +9,021 shares

    0.3% of the 13F portfolio, value $9,872,580.

    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 41,871 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $8,199,596.

    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).