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

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

B. Riley Wealth Management, Inc. held 77,342 LMBS 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 77,342 shares
    Change vs previous 13F -19,158 shares

    0.04% of the 13F portfolio, value $3,736,000.

    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 96,500 shares
    Change vs previous 13F -12,049 shares

    0.36% of the 13F portfolio, value $4,724,000.

    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 108,549 shares
    Change vs previous 13F -70,585 shares

    0.38% of the 13F portfolio, value $5,426,000.

    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 179,134 shares
    Change vs previous 13F +62,495 shares

    0.7% of the 13F portfolio, value $9,061,000.

    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 116,639 shares
    Change vs previous 13F -30,678 shares

    0.66% of the 13F portfolio, value $5,937,000.

    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 147,317 shares
    Change vs previous 13F +19,726 shares

    0.88% of the 13F portfolio, value $7,522,000.

    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 127,591 shares
    Change vs previous 13F +24,135 shares

    0.85% of the 13F portfolio, value $6,567,000.

    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 103,456 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $5,347,000.

    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).