Skip to content
Disclosery

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

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

B. Riley Wealth Advisors, Inc. held 5,833 VLUE 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 5,833 shares
    Change vs previous 13F -341 shares

    0.05% of the 13F portfolio, value $1,154,840.

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

  2. period ended2026-06-30
    13F 6,174 shares
    Change vs previous 13F +579 shares

    0.07% of the 13F portfolio, value $1,240,155.

    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 5,595 shares
    Change vs previous 13F +822 shares

    0.05% of the 13F portfolio, value $774,767.

    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 4,773 shares
    Change vs previous 13F -2 shares

    0.03% of the 13F portfolio, value $652,614.

    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 4,775 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $597,115.

    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 4,775 shares
    Change vs previous 13F -3,887 shares

    0.03% of the 13F portfolio, value $540,579.

    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 8,662 shares
    Change vs previous 13F -2,397 shares

    0.03% of the 13F portfolio, value $923,820.

    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 11,059 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,167,897.

    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).