Skip to content
Disclosery

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

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

B. Riley Wealth Management, Inc. held 8,272 PDP 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 8,272 shares
    Change vs previous 13F -23 shares

    0.01% of the 13F portfolio, value $563,000.

    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 8,295 shares
    Change vs previous 13F -1,921 shares

    0.05% of the 13F portfolio, value $672,000.

    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 10,216 shares
    Change vs previous 13F -244 shares

    0.07% of the 13F portfolio, value $966,000.

    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 10,460 shares
    Change vs previous 13F -277 shares

    0.07% of the 13F portfolio, value $936,000.

    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 10,737 shares
    Change vs previous 13F +258 shares

    0.11% of the 13F portfolio, value $962,000.

    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 10,479 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $892,000.

    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).