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

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

B. Riley Wealth Advisors, Inc. held 7,349 WMB 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 7,349 shares
    Change vs previous 13F +754 shares

    0.02% of the 13F portfolio, value $499,501.

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

  2. period ended2026-06-30
    13F 6,595 shares
    Change vs previous 13F +321 shares

    0.03% of the 13F portfolio, value $495,039.

    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 6,274 shares
    Change vs previous 13F -1,215 shares

    0.03% of the 13F portfolio, value $454,661.

    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 7,489 shares
    Change vs previous 13F -74 shares

    0.02% of the 13F portfolio, value $450,167.

    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 7,563 shares
    Change vs previous 13F +1,627 shares

    0.02% of the 13F portfolio, value $479,133.

    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 5,936 shares
    Change vs previous 13F -87,225 shares

    0.02% of the 13F portfolio, value $372,823.

    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 93,161 shares
    Change vs previous 13F -387 shares

    0.17% of the 13F portfolio, value $5,567,279.

    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 93,548 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $5,062,835.

    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).