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

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

B. Riley Wealth Management, Inc. held 122,672 MSFT 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 122,672 shares
    Change vs previous 13F +10,754 shares

    12.53% of the 13F portfolio, value $1,328,442,000.

    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 111,918 shares
    Change vs previous 13F -3,958 shares

    2.66% of the 13F portfolio, value $34,505,000.

    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 115,876 shares
    Change vs previous 13F +5,460 shares

    2.7% of the 13F portfolio, value $38,971,000.

    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 110,416 shares
    Change vs previous 13F +66,346 shares

    2.39% of the 13F portfolio, value $31,129,000.

    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 44,070 shares
    Change vs previous 13F -3,719 shares

    1.32% of the 13F portfolio, value $11,939,000.

    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 47,789 shares
    Change vs previous 13F +350 shares

    1.32% of the 13F portfolio, value $11,267,000.

    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 47,439 shares
    Change vs previous 13F -517 shares

    1.36% of the 13F portfolio, value $10,551,000.

    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 47,956 shares
    Change vs previous 13F not available

    1.19% of the 13F portfolio, value $10,087,000.

    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).