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

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

B. Riley Wealth Management, Inc. held 37,828 QQQ 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 37,828 shares
    Change vs previous 13F -683 shares

    0.22% of the 13F portfolio, value $23,482,000.

    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 38,511 shares
    Change vs previous 13F -14,745 shares

    1.08% of the 13F portfolio, value $13,962,000.

    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 53,256 shares
    Change vs previous 13F +9,179 shares

    1.47% of the 13F portfolio, value $21,188,000.

    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 44,077 shares
    Change vs previous 13F +2,917 shares

    1.21% of the 13F portfolio, value $15,778,000.

    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 41,160 shares
    Change vs previous 13F +3,022 shares

    1.61% of the 13F portfolio, value $14,588,000.

    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 38,138 shares
    Change vs previous 13F -5,324 shares

    1.42% of the 13F portfolio, value $12,171,000.

    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 43,462 shares
    Change vs previous 13F -5,893 shares

    1.76% of the 13F portfolio, value $13,636,000.

    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 49,355 shares
    Change vs previous 13F not available

    1.62% of the 13F portfolio, value $13,713,000.

    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).