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

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

B. Riley Wealth Advisors, Inc. held 12,988 VYM 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 12,988 shares
    Change vs previous 13F -11,575 shares

    0.08% of the 13F portfolio, value $2,015,722.

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

  2. period ended2026-06-30
    13F 24,563 shares
    Change vs previous 13F +14,419 shares

    0.21% of the 13F portfolio, value $3,891,956.

    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 10,144 shares
    Change vs previous 13F -527 shares

    0.1% of the 13F portfolio, value $1,475,699.

    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 10,671 shares
    Change vs previous 13F +168 shares

    0.07% of the 13F portfolio, value $1,531,532.

    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 10,503 shares
    Change vs previous 13F -232 shares

    0.07% of the 13F portfolio, value $1,480,441.

    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 10,735 shares
    Change vs previous 13F -19,529 shares

    0.07% of the 13F portfolio, value $1,431,019.

    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 30,264 shares
    Change vs previous 13F +3,389 shares

    0.12% of the 13F portfolio, value $3,902,876.

    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 26,875 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $3,429,016.

    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).