Skip to content
Disclosery

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

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

B. Riley Wealth Management, Inc. held 0 PTBD 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 -156,013 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 156,013 shares
    Change vs previous 13F -5,293 shares

    0.29% of the 13F portfolio, value $3,793,000.

    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 161,306 shares
    Change vs previous 13F -1,100 shares

    0.3% of the 13F portfolio, value $4,344,000.

    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 162,406 shares
    Change vs previous 13F +9,051 shares

    0.34% of the 13F portfolio, value $4,404,000.

    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 153,355 shares
    Change vs previous 13F -122,769 shares

    0.47% of the 13F portfolio, value $4,249,000.

    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 276,124 shares
    Change vs previous 13F +268,784 shares

    0.88% of the 13F portfolio, value $7,530,000.

    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 7,340 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $202,000.

    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).