B. Riley Wealth Advisors, Inc. CCCC β€” C4 THERAPEUTICS INC

Ownership history in B. Riley Wealth Advisors, Inc.  Β·  5 quarters on record

AI Ownership Summary

B. Riley Wealth Advisors, Inc. reported C4 THERAPEUTICS INC (CCCC) in 5 quarterly 13F filings from 2024 Q2 through 2025 Q3. The latest visible filing shows CCCC 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.

What this CCCC 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 C4 THERAPEUTICS 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 Q3

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

High-water mark
Peak Conviction
0.0% in 2024 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 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.

How B. Riley Wealth Advisors, Inc. held CCCC β€” position size vs. price
% of Fund (quarterly)    CCCC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED β€” β€” β€” 11,000 β€” 0% 0.00% $24K 2025-10-31 $2.61
2025 Q2 UNCHANGED β€” β€” β€” 11,000 β€” 0% 0.00% $16K 2025-08-19 $2.76
2024 Q4 UNCHANGED β€” β€” β€” 11,000 β€” 0% 0.00% $40K 2025-02-25 $2.79
2024 Q3 UNCHANGED β€” β€” β€” 11,000 β€” 0% 0.00% $63K 2024-12-13 $4.38
2024 Q2 INITIATED β€” β€” β€” 11,000 β€” β€” 0.00% $51K 2024-08-19 $6.28

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

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 CCCC?

B. Riley Wealth Advisors, Inc. reported CCCC across 5 quarterly 13F filings, from 2024 Q2 through 2025 Q3.

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

The largest reported portfolio weight for CCCC was 0.00% in 2024 Q3.

What is the latest reported CCCC position on this page?

The most recent filing on this page is 2025 Q3, when B. Riley Wealth Advisors, Inc. reported 11,000 shares, equal to 0.00% of portfolio, with an estimated market value of $24K.

What does the chart on this CCCC ownership page compare?

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