Skip to content
Disclosery

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

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

B. Riley Wealth Management, Inc. held 353,747 USDP 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 353,747 shares
    Change vs previous 13F +252,107 shares

    0.02% of the 13F portfolio, value $1,839,000.

    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 101,640 shares
    Change vs previous 13F +16,043 shares

    0.05% of the 13F portfolio, value $612,000.

    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 85,597 shares
    Change vs previous 13F +30,913 shares

    0.03% of the 13F portfolio, value $453,000.

    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 54,684 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $341,000.

    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).