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B. Riley Wealth Management, Inc.: AAPL position timeline

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

B. Riley Wealth Management, Inc. held 394,033 AAPL shares at 2022-06-30 per its 13F-HR filed 2022-09-09.

the latest 13F is the newest step

  1. period ended2022-06-30
    13F 394,033 shares
    Change vs previous 13F +69,640 shares

    9.1% of the 13F portfolio, value $965,025,000.

    13F-HR 0001213900-22-055032 filed by B. Riley Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2022-03-31
    13F 324,393 shares
    Change vs previous 13F -41,995 shares

    4.36% of the 13F portfolio, value $56,642,000.

    13F-HR 0001213900-22-025213 filed by B. Riley Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2021-12-31
    13F 366,388 shares
    Change vs previous 13F +8,166 shares

    4.4% of the 13F portfolio, value $63,470,000.

    13F-HR 0001213900-22-006241 filed by B. Riley Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2021-09-30
    13F 358,222 shares
    Change vs previous 13F +8,302 shares

    3.8% of the 13F portfolio, value $49,424,000.

    13F-HR 0001213900-21-058322 filed by B. Riley Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2021-06-30
    13F 349,920 shares
    Change vs previous 13F -50 shares

    5.17% of the 13F portfolio, value $46,701,000.

    13F-HR 0001213900-21-041763 filed by B. Riley Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2021-03-31
    13F 349,970 shares
    Change vs previous 13F -13,595 shares

    5% of the 13F portfolio, value $42,749,000.

    13F-HR 0001213900-21-027030 filed by B. Riley Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2020-12-31
    13F 363,565 shares
    Change vs previous 13F -89,838 shares

    6.23% of the 13F portfolio, value $48,241,000.

    13F-HR 0001213900-21-008521 filed by B. Riley Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2020-09-30
    13F 453,403 shares
    Change vs previous 13F not available

    6.2% of the 13F portfolio, value $52,509,000.

    13F-HR 0001213900-20-036301 filed by B. Riley Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).