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

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

B. Riley Wealth Advisors, Inc. held 114,562 XAWFX 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 114,562 shares
    Change vs previous 13F +77,367 shares

    0.04% of the 13F portfolio, value $1,114,692.

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

  2. period ended2026-06-30
    13F 37,195 shares
    Change vs previous 13F +117 shares

    0.02% of the 13F portfolio, value $381,252.

    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 37,078 shares
    Change vs previous 13F -291 shares

    0.02% of the 13F portfolio, value $366,334.

    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 37,369 shares
    Change vs previous 13F -6,374 shares

    0.02% of the 13F portfolio, value $399,480.

    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 43,743 shares
    Change vs previous 13F +1,016 shares

    0.02% of the 13F portfolio, value $490,358.

    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 42,727 shares
    Change vs previous 13F +1,130 shares

    0.02% of the 13F portfolio, value $471,278.

    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 41,597 shares
    Change vs previous 13F +3,965 shares

    0.01% of the 13F portfolio, value $446,338.

    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 37,632 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $404,141.

    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).