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

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

B. Riley Wealth Management, Inc. held 39,614 WMT 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 39,614 shares
    Change vs previous 13F -7,229 shares

    1.35% of the 13F portfolio, value $143,158,000.

    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 46,843 shares
    Change vs previous 13F -4,909 shares

    0.54% of the 13F portfolio, value $6,976,000.

    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 51,752 shares
    Change vs previous 13F +3,356 shares

    0.52% of the 13F portfolio, value $7,488,000.

    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 48,396 shares
    Change vs previous 13F +23,347 shares

    0.52% of the 13F portfolio, value $6,745,000.

    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 25,049 shares
    Change vs previous 13F -4,957 shares

    0.39% of the 13F portfolio, value $3,532,000.

    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 30,006 shares
    Change vs previous 13F +30,006 shares

    0.48% of the 13F portfolio, value $4,076,000.

    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 -17,529 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 17,529 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $2,452,000.

    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).