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

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

B. Riley Wealth Advisors, Inc. held 6,669 VXF 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 6,669 shares
    Change vs previous 13F -5,140 shares

    0.06% of the 13F portfolio, value $1,544,727.

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

  2. period ended2026-06-30
    13F 11,809 shares
    Change vs previous 13F +5,593 shares

    0.16% of the 13F portfolio, value $2,883,429.

    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 6,216 shares
    Change vs previous 13F -571 shares

    0.08% of the 13F portfolio, value $1,236,677.

    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 6,787 shares
    Change vs previous 13F -60 shares

    0.07% of the 13F portfolio, value $1,419,209.

    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 6,847 shares
    Change vs previous 13F +297 shares

    0.07% of the 13F portfolio, value $1,433,308.

    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 6,550 shares
    Change vs previous 13F -1,371 shares

    0.06% of the 13F portfolio, value $1,262,173.

    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 7,921 shares
    Change vs previous 13F -635 shares

    0.04% of the 13F portfolio, value $1,364,442.

    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 8,556 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,625,460.

    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).