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

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

B. Riley Wealth Management, Inc. held 47,606 SPY 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 47,606 shares
    Change vs previous 13F +1,547 shares

    0.4% of the 13F portfolio, value $42,456,000.

    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 46,059 shares
    Change vs previous 13F -35,351 shares

    1.6% of the 13F portfolio, value $20,802,000.

    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 81,410 shares
    Change vs previous 13F +4,646 shares

    2.68% of the 13F portfolio, value $38,667,000.

    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 76,764 shares
    Change vs previous 13F +3,041 shares

    2.53% of the 13F portfolio, value $32,943,000.

    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 73,723 shares
    Change vs previous 13F +9,225 shares

    3.49% of the 13F portfolio, value $31,558,000.

    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 64,498 shares
    Change vs previous 13F +16,839 shares

    2.99% of the 13F portfolio, value $25,563,000.

    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 47,659 shares
    Change vs previous 13F -6,379 shares

    2.3% of the 13F portfolio, value $17,819,000.

    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 54,038 shares
    Change vs previous 13F not available

    2.14% of the 13F portfolio, value $18,097,000.

    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).