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

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

B. Riley Wealth Advisors, Inc. held 104,810 XLK 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 104,810 shares
    Change vs previous 13F +3,281 shares

    0.81% of the 13F portfolio, value $20,516,518.

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

  2. period ended2026-06-30
    13F 101,529 shares
    Change vs previous 13F +10,956 shares

    1.03% of the 13F portfolio, value $18,824,446.

    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 90,573 shares
    Change vs previous 13F +14,704 shares

    0.75% of the 13F portfolio, value $11,548,027.

    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 75,869 shares
    Change vs previous 13F +41,849 shares

    0.52% of the 13F portfolio, value $10,922,843.

    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 34,020 shares
    Change vs previous 13F -1,095 shares

    0.46% of the 13F portfolio, value $9,588,869.

    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 35,115 shares
    Change vs previous 13F -9,829 shares

    0.43% of the 13F portfolio, value $8,892,248.

    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 44,944 shares
    Change vs previous 13F -39,790 shares

    0.28% of the 13F portfolio, value $9,280,118.

    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 84,734 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $19,702,236.

    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).