B. Riley Wealth Advisors, Inc. AWP — ABERDEEN GLOBAL PREMIER PPTY

Ownership history in B. Riley Wealth Advisors, Inc.  ·  28 quarters on record

AI Ownership Summary

B. Riley Wealth Advisors, Inc. reported ABERDEEN GLOBAL PREMIER PPTY (AWP) in 28 quarterly 13F filings from 2023 Q4 through 2025 Q3. The latest visible filing shows AWP at 0.00% 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 AWP 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 ABERDEEN GLOBAL PREMIER PPTY, 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 Q3

AWP was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% 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
2023 Q4 to 2025 Q3

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.

AWP stock page B. Riley Wealth Advisors, Inc. fund profile B. Riley Wealth Advisors, Inc. full holdings
How B. Riley Wealth Advisors, Inc. held AWP — position size vs. price
% of Fund (quarterly)    AWP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED — — — 21,302 +501 +2.4% 0.00% $85K 2025-10-31 $10.95
2025 Q2 ADDED — — — 20,801 +1,465 +7.6% 0.00% $82K 2025-08-19 $10.82
2024 Q4 REDUCED 14.2% +3.7% ❌ 19,336 -3,210 -14.2% 0.00% $75K 2025-02-25 $10.32
2024 Q3 REDUCED 7.3% -13.6% ✅ 22,546 -1,767 -7.3% 0.00% $101K 2024-12-13 $10.40
2024 Q2 ADDED — — — 24,313 +957 +4.1% 0.00% $93K 2024-08-19 $10.31
2024 Q1 UNCHANGED — — — 23,356 — 0% 0.00% $85K 2024-05-16 $9.15
2023 Q4 UNCHANGED — — — 23,356 — 0% 0.00% $92K 2024-03-15 $8.68
21 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding AWP

As of 2025 Q4 — sorted by position size

Samalin Investment Counsel, LLC 3Y 0.38% Marshall & Sterling Wealth Advisors Inc. 0.34% OneAscent Financial Services LLC 3Y 0.15% DECISION INVESTMENTS, INC 0.13% Mezzasalma Advisors, LLC 3Y 0.12% Abel Hall, LLC 0.08% Carnegie Lake Advisors LLC 0.06% Quad-Cities Investment Group, LLC 3Y 7Y 0.03% J.W. COLE ADVISORS, INC. 3Y 0.03% Live Oak Private Wealth LLC 3Y 0.03%

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

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 AWP?

B. Riley Wealth Advisors, Inc. reported AWP across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

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

The largest reported portfolio weight for AWP was 0.00% in 2025 Q3.

What is the latest reported AWP position on this page?

The most recent filing on this page is 2025 Q3, when B. Riley Wealth Advisors, Inc. reported 21,302 shares, equal to 0.00% of portfolio, with an estimated market value of $85K.

What does the chart on this AWP ownership page compare?

The chart compares B. Riley Wealth Advisors, Inc.'s quarterly AWP 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.

How well did B. Riley Wealth Advisors, Inc. time their AWP position?

Based on 13F filing dates vs. subsequent AWP price moves, B. Riley Wealth Advisors, Inc. correctly timed 11 out of 21 reported position changes (52%). The annualised alpha on AWP relative to SPY over the holding period was -8.7%.

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