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

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

B. Riley Wealth Advisors, Inc. held 22,560 XLC 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 22,560 shares
    Change vs previous 13F +5,746 shares

    0.1% of the 13F portfolio, value $2,503,471.

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

  2. period ended2026-06-30
    13F 16,814 shares
    Change vs previous 13F +468 shares

    0.1% of the 13F portfolio, value $1,813,847.

    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 16,346 shares
    Change vs previous 13F -34,753 shares

    0.11% of the 13F portfolio, value $1,764,686.

    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 51,099 shares
    Change vs previous 13F +2,243 shares

    0.28% of the 13F portfolio, value $6,015,331.

    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 48,856 shares
    Change vs previous 13F +26,750 shares

    0.28% of the 13F portfolio, value $5,783,145.

    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 22,106 shares
    Change vs previous 13F -6,168 shares

    0.12% of the 13F portfolio, value $2,399,117.

    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 28,274 shares
    Change vs previous 13F -29,098 shares

    0.08% of the 13F portfolio, value $2,727,020.

    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 57,372 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $5,554,288.

    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).