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

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

B. Riley Wealth Advisors, Inc. held 2,082 VOT 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 2,082 shares
    Change vs previous 13F -2,303 shares

    0.02% of the 13F portfolio, value $608,204.

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

  2. period ended2026-06-30
    13F 4,385 shares
    Change vs previous 13F -8 shares

    0.07% of the 13F portfolio, value $1,332,057.

    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 4,393 shares
    Change vs previous 13F -4 shares

    0.07% of the 13F portfolio, value $1,096,585.

    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 4,397 shares
    Change vs previous 13F -425 shares

    0.06% of the 13F portfolio, value $1,227,332.

    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 4,822 shares
    Change vs previous 13F +2,750 shares

    0.07% of the 13F portfolio, value $1,416,534.

    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 2,072 shares
    Change vs previous 13F -4,814 shares

    0.03% of the 13F portfolio, value $589,164.

    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 6,886 shares
    Change vs previous 13F -1,116 shares

    0.05% of the 13F portfolio, value $1,684,636.

    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 8,002 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,030,626.

    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).