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

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

B. Riley Wealth Advisors, Inc. held 13,457 XLI 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 13,457 shares
    Change vs previous 13F -4,838 shares

    0.09% of the 13F portfolio, value $2,247,099.

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

  2. period ended2026-06-30
    13F 18,295 shares
    Change vs previous 13F +3,709 shares

    0.18% of the 13F portfolio, value $3,343,626.

    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 14,586 shares
    Change vs previous 13F -3,901 shares

    0.15% of the 13F portfolio, value $2,284,348.

    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 18,487 shares
    Change vs previous 13F -525 shares

    0.14% of the 13F portfolio, value $2,867,689.

    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 19,012 shares
    Change vs previous 13F +2,521 shares

    0.14% of the 13F portfolio, value $2,932,216.

    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 16,491 shares
    Change vs previous 13F -54,274 shares

    0.12% of the 13F portfolio, value $2,432,797.

    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 70,765 shares
    Change vs previous 13F -9,861 shares

    0.28% of the 13F portfolio, value $9,275,143.

    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 80,626 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $10,623,278.

    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).