AVAV — AEROVIRONMENT INC

Ownership history in B. Riley Wealth Advisors, Inc.  ·  6 quarters on record

AI Ownership Summary

B. Riley Wealth Advisors, Inc. reported AEROVIRONMENT INC (AVAV) in 6 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 0.02% in 2025 Q3. The latest visible filing shows AVAV at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AVAV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was B. Riley Wealth Advisors, Inc.'s position in AEROVIRONMENT INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

AVAV was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AVAV stock page B. Riley Wealth Advisors, Inc. fund profile B. Riley Wealth Advisors, Inc. full holdings
How B. Riley Wealth Advisors, Inc. held AVAV — position size vs. price
% of Fund (quarterly)    AVAV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 1,390 +10 +0.7% 0.02% $336K 2026-02-14 (Est.) $243.87
2025 Q3 REDUCED 1,380 -48,620 -97.2% 0.02% $435K 2025-10-31 $369.91
2025 Q3 ADDED 50,000 +48,387 +2999.8% 0.01% $157K 2025-10-31 $369.91
2024 Q3 REDUCED 1,613 -114 -6.6% 0.01% $324K 2024-12-13 $156.50
2024 Q2 ADDED 1,727 +527 +43.9% 0.01% $315K 2024-08-19 $189.80
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding AVAV

As of 2026 Q1 — sorted by position size

PEREGRINE INVESTMENT MANAGEMENT INC 5.76% M & L Capital Management Ltd 0.94% Intellectus Partners, LLC 3Y 7Y 0.68% VISTA INVESTMENT PARTNERS LLC 0.65% ARS Investment Partners, LLC 3Y 7Y 0.62% AGP FRANKLIN, LLC 0.59% CONGRESS ASSET MANAGEMENT CO 3Y 7Y 0.51% TANDEM CAPITAL MANAGEMENT CORP /ADV 3Y 0.5% HERBST GROUP, LLC 3Y 0.43% Bouvel Investment Partners, LLC 3Y 0.41%

FAQ About B. Riley Wealth Advisors, Inc. and AVAV

These are the practical questions this page is built to answer before you even open the full history table.

How long has B. Riley Wealth Advisors, Inc. reported owning AVAV?

B. Riley Wealth Advisors, Inc. reported AVAV across 5 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported AVAV position in B. Riley Wealth Advisors, Inc.'s portfolio?

The largest reported portfolio weight for AVAV was 0.02% in 2025 Q3.

What is the latest reported AVAV position on this page?

The most recent filing on this page is 2025 Q4, when B. Riley Wealth Advisors, Inc. reported 1,390 shares, equal to 0.02% of portfolio, with an estimated market value of $336K.

What does the chart on this AVAV ownership page compare?

The chart compares B. Riley Wealth Advisors, Inc.'s quarterly AVAV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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