Skip to content
Disclosery

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

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

B. Riley Wealth Management, Inc. held 18,117 TIP 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 18,117 shares
    Change vs previous 13F +142 shares

    0.02% of the 13F portfolio, value $2,064,000.

    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 17,975 shares
    Change vs previous 13F +1,547 shares

    0.17% of the 13F portfolio, value $2,239,000.

    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 16,428 shares
    Change vs previous 13F +3,386 shares

    0.15% of the 13F portfolio, value $2,122,000.

    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 13,042 shares
    Change vs previous 13F +13,042 shares

    0.13% of the 13F portfolio, value $1,665,000.

    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 0 shares
    Change vs previous 13F -1,734 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  6. period ended2021-03-31
    13F 1,734 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $218,000.

    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).