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

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

B. Riley Wealth Advisors, Inc. held 116,706 VTV 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 116,706 shares
    Change vs previous 13F +23,917 shares

    1% of the 13F portfolio, value $25,217,712.

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

  2. period ended2026-06-30
    13F 92,789 shares
    Change vs previous 13F -1,459 shares

    1.11% of the 13F portfolio, value $20,286,513.

    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 94,248 shares
    Change vs previous 13F -22,790 shares

    1.18% of the 13F portfolio, value $18,192,717.

    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 117,038 shares
    Change vs previous 13F -1,608 shares

    1.06% of the 13F portfolio, value $22,353,012.

    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 118,646 shares
    Change vs previous 13F -23,771 shares

    1.06% of the 13F portfolio, value $22,126,273.

    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 142,417 shares
    Change vs previous 13F -62,020 shares

    1.22% of the 13F portfolio, value $25,170,858.

    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 204,437 shares
    Change vs previous 13F -17,184 shares

    1.07% of the 13F portfolio, value $35,314,474.

    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 221,621 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $37,520,492.

    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).