Skip to content
Disclosery

B. Riley Wealth Management, Inc.: BRK-B position timeline

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

B. Riley Wealth Management, Inc. held 20,136 BRK-B 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 20,136 shares
    Change vs previous 13F +1,186 shares

    4.88% of the 13F portfolio, value $516,898,000.

    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 18,950 shares
    Change vs previous 13F +945 shares

    0.52% of the 13F portfolio, value $6,688,000.

    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 18,005 shares
    Change vs previous 13F +408 shares

    0.37% of the 13F portfolio, value $5,383,000.

    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 17,597 shares
    Change vs previous 13F +970 shares

    0.37% of the 13F portfolio, value $4,803,000.

    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 16,627 shares
    Change vs previous 13F +1,358 shares

    0.51% of the 13F portfolio, value $4,621,000.

    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 15,269 shares
    Change vs previous 13F -422 shares

    0.46% of the 13F portfolio, value $3,901,000.

    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 15,691 shares
    Change vs previous 13F -2,547 shares

    0.47% of the 13F portfolio, value $3,638,000.

    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 18,238 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $3,884,000.

    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).