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

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

B. Riley Wealth Advisors, Inc. held 34,815 VMBS 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 34,815 shares
    Change vs previous 13F -542 shares

    0.06% of the 13F portfolio, value $1,546,144.

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

  2. period ended2026-06-30
    13F 35,357 shares
    Change vs previous 13F -622 shares

    0.09% of the 13F portfolio, value $1,662,141.

    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 35,979 shares
    Change vs previous 13F -761 shares

    0.11% of the 13F portfolio, value $1,685,617.

    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 36,740 shares
    Change vs previous 13F -3,499 shares

    0.08% of the 13F portfolio, value $1,729,710.

    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 40,239 shares
    Change vs previous 13F -1,682 shares

    0.09% of the 13F portfolio, value $1,889,603.

    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 41,921 shares
    Change vs previous 13F -24,476 shares

    0.09% of the 13F portfolio, value $1,942,637.

    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 66,397 shares
    Change vs previous 13F -5,768 shares

    0.09% of the 13F portfolio, value $3,074,847.

    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 72,165 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $3,271,954.

    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).