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

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

B. Riley Wealth Advisors, Inc. held 57,838 XAODX 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 57,838 shares
    Change vs previous 13F +5,768 shares

    0.02% of the 13F portfolio, value $587,636.

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

  2. period ended2026-06-30
    13F 52,070 shares
    Change vs previous 13F +7,621 shares

    0.03% of the 13F portfolio, value $537,883.

    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 44,449 shares
    Change vs previous 13F -4,999 shares

    0.03% of the 13F portfolio, value $393,376.

    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 49,448 shares
    Change vs previous 13F -4,468 shares

    0.02% of the 13F portfolio, value $482,118.

    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 53,916 shares
    Change vs previous 13F +10,009 shares

    0.02% of the 13F portfolio, value $510,043.

    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 43,907 shares
    Change vs previous 13F -1,417 shares

    0.02% of the 13F portfolio, value $389,012.

    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 45,324 shares
    Change vs previous 13F +10,678 shares

    0.01% of the 13F portfolio, value $380,272.

    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 34,646 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $294,835.

    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).