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

B. Riley Wealth Management, Inc. held 3,344 XLB 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 3,344 shares

   Change vs previous 13F +687 shares

   <0.01% of the 13F portfolio, value $246,000.

   13F-HR 0001213900-22-055032 filed by B. Riley Wealth Management, Inc.
   Filed 2022-09-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:03 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2022-03-31

   13F 2,657 shares

   Change vs previous 13F +382 shares

   0.02% of the 13F portfolio, value $234,000.

   13F-HR 0001213900-22-025213 filed by B. Riley Wealth Management, Inc.
   Filed 2022-05-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2021-12-31

   13F 2,275 shares

   Change vs previous 13F -272 shares

   0.01% of the 13F portfolio, value $206,000.

   13F-HR 0001213900-22-006241 filed by B. Riley Wealth Management, Inc.
   Filed 2022-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:36:54 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2021-09-30

   13F 2,547 shares

   Change vs previous 13F +15 shares

   0.02% of the 13F portfolio, value $201,000.

   13F-HR 0001213900-21-058322 filed by B. Riley Wealth Management, Inc.
   Filed 2021-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:37:51 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2021-06-30

   13F 2,532 shares

   Change vs previous 13F not available

   0.02% of the 13F portfolio, value $208,000.

   13F-HR 0001213900-21-041763 filed by B. Riley Wealth Management, Inc.
   Filed 2021-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:38:33 UTC

   Acceptance time not in the bulk data set (spec §4.2).