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

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

B. Riley Wealth Advisors, Inc. held 20,809 VOO 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 20,809 shares
    Change vs previous 13F +3,858 shares

    0.58% of the 13F portfolio, value $14,584,140.

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

  2. period ended2026-06-30
    13F 16,951 shares
    Change vs previous 13F -3,264 shares

    0.63% of the 13F portfolio, value $11,543,915.

    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 20,215 shares
    Change vs previous 13F -387 shares

    0.76% of the 13F portfolio, value $11,743,343.

    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 20,602 shares
    Change vs previous 13F +480 shares

    0.61% of the 13F portfolio, value $12,919,848.

    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 20,122 shares
    Change vs previous 13F +1,263 shares

    0.59% of the 13F portfolio, value $12,322,212.

    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 18,859 shares
    Change vs previous 13F -5,998 shares

    0.52% of the 13F portfolio, value $10,712,377.

    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 24,857 shares
    Change vs previous 13F -380 shares

    0.39% of the 13F portfolio, value $12,774,079.

    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 25,237 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $13,598,103.

    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).