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

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

B. Riley Wealth Advisors, Inc. held 36,967 VTI 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 36,967 shares
    Change vs previous 13F +11,420 shares

    0.55% of the 13F portfolio, value $13,834,598.

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

  2. period ended2026-06-30
    13F 25,547 shares
    Change vs previous 13F +896 shares

    0.51% of the 13F portfolio, value $9,378,802.

    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 24,651 shares
    Change vs previous 13F -3,783 shares

    0.5% of the 13F portfolio, value $7,683,236.

    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 28,434 shares
    Change vs previous 13F -877 shares

    0.45% of the 13F portfolio, value $9,533,125.

    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 29,311 shares
    Change vs previous 13F +4,024 shares

    0.46% of the 13F portfolio, value $9,618,974.

    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 25,287 shares
    Change vs previous 13F -8,596 shares

    0.37% of the 13F portfolio, value $7,685,468.

    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 33,883 shares
    Change vs previous 13F -6,930 shares

    0.28% of the 13F portfolio, value $9,312,437.

    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 40,813 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $11,828,103.

    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).