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

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

B. Riley Wealth Advisors, Inc. held 93,739 XLF 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 93,739 shares
    Change vs previous 13F +40,061 shares

    0.2% of the 13F portfolio, value $5,005,643.

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

  2. period ended2026-06-30
    13F 53,678 shares
    Change vs previous 13F +4,939 shares

    0.16% of the 13F portfolio, value $2,883,586.

    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 48,739 shares
    Change vs previous 13F -8,585 shares

    0.15% of the 13F portfolio, value $2,357,026.

    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 57,324 shares
    Change vs previous 13F -6,908 shares

    0.15% of the 13F portfolio, value $3,139,633.

    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 64,232 shares
    Change vs previous 13F -7,283 shares

    0.17% of the 13F portfolio, value $3,460,183.

    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 71,515 shares
    Change vs previous 13F -138,250 shares

    0.18% of the 13F portfolio, value $3,745,236.

    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 209,765 shares
    Change vs previous 13F +67,784 shares

    0.32% of the 13F portfolio, value $10,448,426.

    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 141,981 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $6,862,164.

    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).