Skip to content
Disclosery

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

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

B. Riley Wealth Management, Inc. held 191,729 VZ 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 191,729 shares
    Change vs previous 13F +6,286 shares

    0.3% of the 13F portfolio, value $31,582,000.

    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 185,443 shares
    Change vs previous 13F -10,038 shares

    0.7% of the 13F portfolio, value $9,097,000.

    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 195,481 shares
    Change vs previous 13F -41,205 shares

    0.68% of the 13F portfolio, value $9,801,000.

    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 236,686 shares
    Change vs previous 13F +12,982 shares

    0.77% of the 13F portfolio, value $10,031,000.

    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 223,704 shares
    Change vs previous 13F -11,165 shares

    1.07% of the 13F portfolio, value $9,678,000.

    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 234,869 shares
    Change vs previous 13F +234,869 shares

    1.3% of the 13F portfolio, value $11,090,000.

    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 0 shares
    Change vs previous 13F -201,530 shares

    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).

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

  8. period ended2020-09-30
    13F 201,530 shares
    Change vs previous 13F not available

    1.42% of the 13F portfolio, value $11,989,000.

    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).