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

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

B. Riley Wealth Management, Inc. held 189,249 CWB 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 189,249 shares
    Change vs previous 13F +15,235 shares

    1% of the 13F portfolio, value $106,123,000.

    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 174,014 shares
    Change vs previous 13F +83,615 shares

    1.03% of the 13F portfolio, value $13,390,000.

    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 90,399 shares
    Change vs previous 13F +1,059 shares

    0.52% of the 13F portfolio, value $7,500,000.

    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 89,340 shares
    Change vs previous 13F -3,042 shares

    0.59% of the 13F portfolio, value $7,625,000.

    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 92,382 shares
    Change vs previous 13F -39,391 shares

    0.89% of the 13F portfolio, value $8,012,000.

    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 131,773 shares
    Change vs previous 13F +50,973 shares

    1.22% of the 13F portfolio, value $10,431,000.

    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 80,800 shares
    Change vs previous 13F -3,432 shares

    0.86% of the 13F portfolio, value $6,689,000.

    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 84,232 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $5,803,000.

    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).