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

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

B. Riley Wealth Management, Inc. held 7,157 SRE 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 7,157 shares
    Change vs previous 13F -4,762 shares

    0.01% of the 13F portfolio, value $1,075,000.

    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 11,919 shares
    Change vs previous 13F -309 shares

    0.15% of the 13F portfolio, value $2,004,000.

    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 12,228 shares
    Change vs previous 13F -2,069 shares

    0.11% of the 13F portfolio, value $1,618,000.

    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 14,297 shares
    Change vs previous 13F +291 shares

    0.14% of the 13F portfolio, value $1,809,000.

    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 14,006 shares
    Change vs previous 13F -775 shares

    0.21% of the 13F portfolio, value $1,856,000.

    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 14,781 shares
    Change vs previous 13F -745 shares

    0.23% of the 13F portfolio, value $1,960,000.

    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 15,526 shares
    Change vs previous 13F -840 shares

    0.26% of the 13F portfolio, value $1,978,000.

    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 16,366 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,937,000.

    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).