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

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

B. Riley Wealth Advisors, Inc. held 81,478 XLE 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 81,478 shares
    Change vs previous 13F +56,861 shares

    0.2% of the 13F portfolio, value $5,010,907.

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

  2. period ended2026-06-30
    13F 24,617 shares
    Change vs previous 13F +4,379 shares

    0.07% of the 13F portfolio, value $1,318,960.

    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 20,238 shares
    Change vs previous 13F -56,698 shares

    0.08% of the 13F portfolio, value $1,253,969.

    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 76,936 shares
    Change vs previous 13F +32,596 shares

    0.16% of the 13F portfolio, value $3,439,821.

    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 44,340 shares
    Change vs previous 13F -3,896 shares

    0.19% of the 13F portfolio, value $3,961,360.

    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 48,236 shares
    Change vs previous 13F -3,101 shares

    0.2% of the 13F portfolio, value $4,090,859.

    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 51,337 shares
    Change vs previous 13F -17,891 shares

    0.15% of the 13F portfolio, value $4,797,399.

    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 69,228 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $5,930,036.

    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).