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

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

B. Riley Wealth Management, Inc. held 22,381 QQQX 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 22,381 shares
    Change vs previous 13F -14,395 shares

    <0.01% of the 13F portfolio, value $489,000.

    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 36,776 shares
    Change vs previous 13F +1,101 shares

    0.08% of the 13F portfolio, value $1,046,000.

    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 35,675 shares
    Change vs previous 13F +930 shares

    0.08% of the 13F portfolio, value $1,093,000.

    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 34,745 shares
    Change vs previous 13F +19,000 shares

    0.08% of the 13F portfolio, value $986,000.

    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 15,745 shares
    Change vs previous 13F +1,160 shares

    0.05% of the 13F portfolio, value $463,000.

    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 14,585 shares
    Change vs previous 13F +3,068 shares

    0.05% of the 13F portfolio, value $396,000.

    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 11,517 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $300,000.

    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).