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

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

B. Riley Wealth Advisors, Inc. held 23,344 XLY 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 23,344 shares
    Change vs previous 13F -212 shares

    0.1% of the 13F portfolio, value $2,540,754.

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

  2. period ended2026-06-30
    13F 23,556 shares
    Change vs previous 13F -329 shares

    0.15% of the 13F portfolio, value $2,758,850.

    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 23,885 shares
    Change vs previous 13F -11,580 shares

    0.16% of the 13F portfolio, value $2,523,698.

    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 35,465 shares
    Change vs previous 13F +21,467 shares

    0.2% of the 13F portfolio, value $4,234,859.

    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 13,998 shares
    Change vs previous 13F +599 shares

    0.16% of the 13F portfolio, value $3,354,422.

    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 13,399 shares
    Change vs previous 13F -2,897 shares

    0.14% of the 13F portfolio, value $2,912,074.

    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 16,296 shares
    Change vs previous 13F -11,168 shares

    0.1% of the 13F portfolio, value $3,217,831.

    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 27,464 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $6,161,701.

    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).