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

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

B. Riley Wealth Advisors, Inc. held 10,369 XLV 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 10,369 shares
    Change vs previous 13F +3,064 shares

    0.07% of the 13F portfolio, value $1,746,286.

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

  2. period ended2026-06-30
    13F 7,305 shares
    Change vs previous 13F -1,227 shares

    0.06% of the 13F portfolio, value $1,174,254.

    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 8,532 shares
    Change vs previous 13F -8,075 shares

    0.08% of the 13F portfolio, value $1,227,000.

    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 16,607 shares
    Change vs previous 13F +7,461 shares

    0.12% of the 13F portfolio, value $2,570,725.

    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 9,146 shares
    Change vs previous 13F -1,420 shares

    0.06% of the 13F portfolio, value $1,272,826.

    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 10,566 shares
    Change vs previous 13F -47,254 shares

    0.07% of the 13F portfolio, value $1,424,140.

    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 57,820 shares
    Change vs previous 13F -16,276 shares

    0.26% of the 13F portfolio, value $8,442,311.

    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 74,096 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $10,193,442.

    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).