Skip to content

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

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

B. Riley Wealth Management, Inc. held 0 JMBS 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 0 shares
    Change vs previous 13F -64,183 shares

    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).

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

  2. period ended2022-03-31
    13F 64,183 shares
    Change vs previous 13F -4,563 shares

    0.25% of the 13F portfolio, value $3,204,000.

    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 68,746 shares
    Change vs previous 13F +160 shares

    0.25% of the 13F portfolio, value $3,622,000.

    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 68,586 shares
    Change vs previous 13F +6,510 shares

    0.28% of the 13F portfolio, value $3,646,000.

    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 62,076 shares
    Change vs previous 13F +2,420 shares

    0.36% of the 13F portfolio, value $3,299,000.

    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 59,656 shares
    Change vs previous 13F -766 shares

    0.37% of the 13F portfolio, value $3,165,000.

    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 60,422 shares
    Change vs previous 13F +980 shares

    0.42% of the 13F portfolio, value $3,230,000.

    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 59,442 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $3,187,000.

    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).