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

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

B. Riley Wealth Management, Inc. held 20,676 XLK 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 20,676 shares
    Change vs previous 13F -1,071 shares

    0.02% of the 13F portfolio, value $2,628,000.

    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 21,747 shares
    Change vs previous 13F -857 shares

    0.27% of the 13F portfolio, value $3,456,000.

    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 22,604 shares
    Change vs previous 13F -146 shares

    0.27% of the 13F portfolio, value $3,930,000.

    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 22,750 shares
    Change vs previous 13F -388 shares

    0.26% of the 13F portfolio, value $3,397,000.

    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 23,138 shares
    Change vs previous 13F -381 shares

    0.38% of the 13F portfolio, value $3,417,000.

    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 23,519 shares
    Change vs previous 13F -2,530 shares

    0.37% of the 13F portfolio, value $3,124,000.

    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 26,049 shares
    Change vs previous 13F -2,975 shares

    0.44% of the 13F portfolio, value $3,387,000.

    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 29,024 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $3,387,000.

    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).