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

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

B. Riley Wealth Advisors, Inc. held 30,936 VNQ 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 30,936 shares
    Change vs previous 13F +2,855 shares

    0.11% of the 13F portfolio, value $2,772,809.

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

  2. period ended2026-06-30
    13F 28,081 shares
    Change vs previous 13F +1,635 shares

    0.15% of the 13F portfolio, value $2,756,204.

    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 26,446 shares
    Change vs previous 13F +723 shares

    0.15% of the 13F portfolio, value $2,309,561.

    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 25,723 shares
    Change vs previous 13F +392 shares

    0.11% of the 13F portfolio, value $2,276,199.

    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 25,331 shares
    Change vs previous 13F -7,395 shares

    0.11% of the 13F portfolio, value $2,315,793.

    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 32,726 shares
    Change vs previous 13F -23,645 shares

    0.14% of the 13F portfolio, value $2,914,610.

    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 56,371 shares
    Change vs previous 13F +3,100 shares

    0.16% of the 13F portfolio, value $5,103,858.

    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 53,271 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $4,745,338.

    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).