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Disclosery

Straight Path Wealth Management: RILY position timeline

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

Straight Path Wealth Management held 43,800 RILY shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,800 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $352,152.

    13F-HR 0002085853-26-000879 filed by Straight Path Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 43,800 shares
    Change vs previous 13F +2,500 shares

    0.09% of the 13F portfolio, value $320,616.

    13F-HR 0002085853-26-000459 filed by Straight Path Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 41,300 shares
    Change vs previous 13F -49,000 shares

    0.05% of the 13F portfolio, value $192,871.

    13F-HR 0002085853-26-000240 filed by Straight Path Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 90,300 shares
    Change vs previous 13F -200 shares

    0.02% of the 13F portfolio, value $59,800.

    13F-HR 0002085853-25-000211 filed by Straight Path Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 90,500 shares
    Change vs previous 13F -3,000 shares

    0.09% of the 13F portfolio, value $268,785.

    13F-HR 0001667731-25-000999 filed by Straight Path Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 93,500 shares
    Change vs previous 13F +10,200 shares

    0.15% of the 13F portfolio, value $361,845.

    13F-HR 0001667731-25-000546 filed by Straight Path Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 83,300 shares
    Change vs previous 13F -1,200 shares

    0.15% of the 13F portfolio, value $382,347.

    13F-HR 0001667731-25-000214 filed by Straight Path Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 84,500 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $443,625.

    13F-HR 0001902506-24-000004 filed by Straight Path Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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