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

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

B. Riley Wealth Advisors, Inc. held 7,599 XLB 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 7,599 shares
    Change vs previous 13F -724 shares

    0.01% of the 13F portfolio, value $370,085.

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

  2. period ended2026-06-30
    13F 8,323 shares
    Change vs previous 13F -7,354 shares

    0.02% of the 13F portfolio, value $421,635.

    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 15,677 shares
    Change vs previous 13F +8,122 shares

    0.05% of the 13F portfolio, value $769,606.

    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 7,555 shares
    Change vs previous 13F +4,165 shares

    0.02% of the 13F portfolio, value $342,600.

    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 3,390 shares
    Change vs previous 13F -356 shares

    0.01% of the 13F portfolio, value $303,781.

    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 3,746 shares
    Change vs previous 13F -1,022 shares

    0.02% of the 13F portfolio, value $328,951.

    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 4,768 shares
    Change vs previous 13F -5,671 shares

    0.01% of the 13F portfolio, value $409,989.

    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 10,439 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $878,325.

    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).