Skip to content

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

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

B. Riley Wealth Management, Inc. held 27,237 ISTB 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 27,237 shares
    Change vs previous 13F -3,366 shares

    0.01% of the 13F portfolio, value $1,291,000.

    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 30,603 shares
    Change vs previous 13F -3,846 shares

    0.11% of the 13F portfolio, value $1,483,000.

    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 34,449 shares
    Change vs previous 13F +2,260 shares

    0.12% of the 13F portfolio, value $1,737,000.

    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 32,189 shares
    Change vs previous 13F +2,350 shares

    0.13% of the 13F portfolio, value $1,644,000.

    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 29,839 shares
    Change vs previous 13F +400 shares

    0.17% of the 13F portfolio, value $1,530,000.

    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 29,439 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,510,000.

    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).