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

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

B. Riley Wealth Management, Inc. held 51,787 SPYD 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 51,787 shares
    Change vs previous 13F +2,612 shares

    0.02% of the 13F portfolio, value $2,067,000.

    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 49,175 shares
    Change vs previous 13F +11,377 shares

    0.17% of the 13F portfolio, value $2,161,000.

    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 37,798 shares
    Change vs previous 13F -195 shares

    0.11% of the 13F portfolio, value $1,589,000.

    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 37,993 shares
    Change vs previous 13F -1,434 shares

    0.11% of the 13F portfolio, value $1,486,000.

    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 39,427 shares
    Change vs previous 13F -145 shares

    0.17% of the 13F portfolio, value $1,581,000.

    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 39,572 shares
    Change vs previous 13F -729 shares

    0.18% of the 13F portfolio, value $1,524,000.

    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 40,301 shares
    Change vs previous 13F -1,927 shares

    0.17% of the 13F portfolio, value $1,328,000.

    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 42,228 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,157,000.

    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).