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

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

B. Riley Wealth Management, Inc. held 13,706 NFJ 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 13,706 shares
    Change vs previous 13F +3,206 shares

    <0.01% of the 13F portfolio, value $158,000.

    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 10,500 shares
    Change vs previous 13F +200 shares

    0.01% of the 13F portfolio, value $151,000.

    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 10,300 shares
    Change vs previous 13F -700 shares

    0.01% of the 13F portfolio, value $165,000.

    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 11,000 shares
    Change vs previous 13F -645 shares

    0.01% of the 13F portfolio, value $163,000.

    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 11,645 shares
    Change vs previous 13F -124 shares

    0.02% of the 13F portfolio, value $175,000.

    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 11,769 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $162,000.

    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).