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

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

B. Riley Wealth Management, Inc. held 24,832 XFLT 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 24,832 shares
    Change vs previous 13F -10,400 shares

    <0.01% of the 13F portfolio, value $173,000.

    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 35,232 shares
    Change vs previous 13F +3,515 shares

    0.02% of the 13F portfolio, value $298,000.

    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 31,717 shares
    Change vs previous 13F +5,926 shares

    0.02% of the 13F portfolio, value $283,000.

    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 25,791 shares
    Change vs previous 13F +8,115 shares

    0.02% of the 13F portfolio, value $221,000.

    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 17,676 shares
    Change vs previous 13F -500 shares

    0.02% of the 13F portfolio, value $169,000.

    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 18,176 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $165,000.

    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).