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

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

B. Riley Wealth Advisors, Inc. held 9,265 VONG 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 9,265 shares
    Change vs previous 13F -462 shares

    0.05% of the 13F portfolio, value $1,194,497.

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

  2. period ended2026-06-30
    13F 9,727 shares
    Change vs previous 13F -249 shares

    0.07% of the 13F portfolio, value $1,221,016.

    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 9,976 shares
    Change vs previous 13F -127 shares

    0.07% of the 13F portfolio, value $1,054,696.

    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 10,103 shares
    Change vs previous 13F -2 shares

    0.06% of the 13F portfolio, value $1,230,102.

    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 10,105 shares
    Change vs previous 13F -9,139 shares

    0.06% of the 13F portfolio, value $1,217,680.

    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 19,244 shares
    Change vs previous 13F -421 shares

    0.1% of the 13F portfolio, value $2,101,416.

    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 19,665 shares
    Change vs previous 13F -1,291 shares

    0.06% of the 13F portfolio, value $1,824,737.

    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 20,956 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,164,729.

    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).