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

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

B. Riley Wealth Advisors, Inc. held 32,090 WFC 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 32,090 shares
    Change vs previous 13F +2,566 shares

    0.1% of the 13F portfolio, value $2,568,783.

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

  2. period ended2026-06-30
    13F 29,524 shares
    Change vs previous 13F -71 shares

    0.13% of the 13F portfolio, value $2,465,576.

    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 29,595 shares
    Change vs previous 13F +208 shares

    0.15% of the 13F portfolio, value $2,272,887.

    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 29,387 shares
    Change vs previous 13F -1,071 shares

    0.13% of the 13F portfolio, value $2,738,907.

    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 30,458 shares
    Change vs previous 13F -1,497 shares

    0.12% of the 13F portfolio, value $2,552,979.

    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 31,955 shares
    Change vs previous 13F -11,751 shares

    0.12% of the 13F portfolio, value $2,560,208.

    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 43,706 shares
    Change vs previous 13F +3,938 shares

    0.1% of the 13F portfolio, value $3,137,646.

    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 39,768 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,793,293.

    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).