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

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

B. Riley Wealth Advisors, Inc. held 90,738 XLU 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 90,738 shares
    Change vs previous 13F +19,174 shares

    0.14% of the 13F portfolio, value $3,578,704.

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

  2. period ended2026-06-30
    13F 71,564 shares
    Change vs previous 13F -31,721 shares

    0.18% of the 13F portfolio, value $3,293,390.

    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 103,285 shares
    Change vs previous 13F +9,609 shares

    0.31% of the 13F portfolio, value $4,742,823.

    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 93,676 shares
    Change vs previous 13F +48,570 shares

    0.19% of the 13F portfolio, value $3,999,038.

    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 45,106 shares
    Change vs previous 13F -5,386 shares

    0.19% of the 13F portfolio, value $3,933,659.

    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 50,492 shares
    Change vs previous 13F -90,302 shares

    0.2% of the 13F portfolio, value $4,123,218.

    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 140,794 shares
    Change vs previous 13F -585 shares

    0.34% of the 13F portfolio, value $11,101,643.

    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 141,379 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $10,701,008.

    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).