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

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

B. Riley Wealth Management, Inc. held 17,466 XMVTX 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 17,466 shares
    Change vs previous 13F -19,909 shares

    <0.01% of the 13F portfolio, value $198,000.

    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 37,375 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $483,000.

    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 37,375 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $592,000.

    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 37,375 shares
    Change vs previous 13F +1,735 shares

    0.04% of the 13F portfolio, value $568,000.

    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 35,640 shares
    Change vs previous 13F -275 shares

    0.06% of the 13F portfolio, value $560,000.

    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 35,915 shares
    Change vs previous 13F -1,878 shares

    0.06% of the 13F portfolio, value $537,000.

    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 37,793 shares
    Change vs previous 13F +279 shares

    0.07% of the 13F portfolio, value $562,000.

    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 37,514 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $523,000.

    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).