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

B. Riley Wealth Management, Inc. held 19,953 IVW 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 19,953 shares

   Change vs previous 13F +4,020 shares

   0.01% of the 13F portfolio, value $1,204,000.

   13F-HR 0001213900-22-055032 filed by B. Riley Wealth Management, Inc.
   Filed 2022-09-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:03 UTC

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

2. period ended2022-03-31

   13F 15,933 shares

   Change vs previous 13F -1 shares

   0.09% of the 13F portfolio, value $1,217,000.

   13F-HR 0001213900-22-025213 filed by B. Riley Wealth Management, Inc.
   Filed 2022-05-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:57 UTC

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

3. period ended2021-12-31

   13F 15,934 shares

   Change vs previous 13F -71 shares

   0.09% of the 13F portfolio, value $1,333,000.

   13F-HR 0001213900-22-006241 filed by B. Riley Wealth Management, Inc.
   Filed 2022-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:36:54 UTC

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

4. period ended2021-09-30

   13F 16,005 shares

   Change vs previous 13F +16,005 shares

   0.09% of the 13F portfolio, value $1,183,000.

   13F-HR 0001213900-21-058322 filed by B. Riley Wealth Management, Inc.
   Filed 2021-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:37:51 UTC

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

5. period ended2020-09-30

   13F 0 shares

   Change vs previous 13F not available

   13F-HR 0001213900-20-036301 filed by B. Riley Wealth Management, Inc.
   Filed 2020-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:48:21 UTC

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

   Exited: the 13F for this period no longer lists the position.