B. Riley Wealth Management, Inc.: WFC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of B. Riley Wealth Management, Inc. on WFC, newest first. How the timeline and the estimate are built.
B. Riley Wealth Management, Inc. held 20,611 WFC shares at 2022-06-30 per its 13F-HR filed 2022-09-09.
the latest 13F is the newest step
- period ended2022-06-3013F 20,611 sharesChange vs previous 13F -879 shares
0.01% of the 13F portfolio, value $807,000.
13F-HR 0001213900-22-055032 filed by B. Riley Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2022-03-3113F 21,490 sharesChange vs previous 13F -134 shares
0.08% of the 13F portfolio, value $1,041,000.
13F-HR 0001213900-22-025213 filed by B. Riley Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2021-12-3113F 21,624 sharesChange vs previous 13F +1,982 shares
0.07% of the 13F portfolio, value $1,038,000.
13F-HR 0001213900-22-006241 filed by B. Riley Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2021-09-3013F 19,642 sharesChange vs previous 13F +19,642 shares
0.07% of the 13F portfolio, value $912,000.
13F-HR 0001213900-21-058322 filed by B. Riley Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2020-09-3013F 0 sharesChange vs previous 13F not available
13F-HR 0001213900-20-036301 filed by B. Riley Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.