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

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

B. Riley Wealth Management, Inc. held 71,181 XLF 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 71,181 shares
    Change vs previous 13F -6,326 shares

    0.02% of the 13F portfolio, value $2,239,000.

    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 77,507 shares
    Change vs previous 13F +30,285 shares

    0.23% of the 13F portfolio, value $2,970,000.

    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 47,222 shares
    Change vs previous 13F +2,192 shares

    0.13% of the 13F portfolio, value $1,868,000.

    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 45,030 shares
    Change vs previous 13F +4,358 shares

    0.13% of the 13F portfolio, value $1,690,000.

    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 40,672 shares
    Change vs previous 13F +3,754 shares

    0.17% of the 13F portfolio, value $1,492,000.

    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 36,918 shares
    Change vs previous 13F +1,485 shares

    0.15% of the 13F portfolio, value $1,257,000.

    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 35,433 shares
    Change vs previous 13F -4,371 shares

    0.14% of the 13F portfolio, value $1,045,000.

    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).

  8. period ended2020-09-30
    13F 39,804 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $958,000.

    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).