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

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

B. Riley Wealth Advisors, Inc. held 5,611 XAR 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 5,611 shares
    Change vs previous 13F +8 shares

    0.05% of the 13F portfolio, value $1,297,627.

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

  2. period ended2026-06-30
    13F 5,603 shares
    Change vs previous 13F -1,554 shares

    0.08% of the 13F portfolio, value $1,551,990.

    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 7,157 shares
    Change vs previous 13F -1,474 shares

    0.11% of the 13F portfolio, value $1,733,766.

    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 8,631 shares
    Change vs previous 13F -158 shares

    0.1% of the 13F portfolio, value $2,082,205.

    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 8,789 shares
    Change vs previous 13F +195 shares

    0.1% of the 13F portfolio, value $2,065,113.

    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 8,594 shares
    Change vs previous 13F +432 shares

    0.09% of the 13F portfolio, value $1,812,788.

    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 8,162 shares
    Change vs previous 13F +56 shares

    0.04% of the 13F portfolio, value $1,311,492.

    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 8,106 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,344,180.

    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).