B. Riley Wealth Advisors, Inc. CLPR CLIPPER RLTY INC

Ownership history in B. Riley Wealth Advisors, Inc.  ·  13 quarters on record

AI Ownership Summary

B. Riley Wealth Advisors, Inc. reported CLIPPER RLTY INC (CLPR) in 13 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows CLPR 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 CLPR 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 CLIPPER RLTY 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
2026 Q1

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

High-water mark
Peak Conviction
0.0% in 2023 Q4

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 2026 Q1

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 CLPR — position size vs. price
% of Fund (quarterly)    CLPR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 11,464 +94 +0.8% 0.00% $35K 2026-04-27 $3.36
2025 Q4 REDUCED 11,370 -327 -2.8% 0.00% $43K 2026-02-17 $3.20
2025 Q3 ADDED 11,697 +1,255 +12.0% 0.00% $44K 2025-10-31 $3.68
2024 Q4 ADDED 10,442 +100 +1.0% 0.00% $48K 2025-02-25 $4.08
2024 Q3 REDUCED 44.0% -16.2% 10,342 -8,142 -44.0% 0.00% $59K 2024-12-13 $3.84
2024 Q2 REDUCED 17.2% +61.4% 18,484 -3,838 -17.2% 0.00% $67K 2024-08-19 $3.89
2024 Q1 REDUCED 22,322 -593 -2.6% 0.00% $116K 2024-05-16 $3.29
2023 Q4 ADDED 22,915 +593 +2.7% 0.00% $124K 2024-03-15 $3.98
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

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

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 CLPR?

B. Riley Wealth Advisors, Inc. reported CLPR across 8 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

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

The largest reported portfolio weight for CLPR was 0.00% in 2023 Q4.

What is the latest reported CLPR position on this page?

The most recent filing on this page is 2026 Q1, when B. Riley Wealth Advisors, Inc. reported 11,464 shares, equal to 0.00% of portfolio, with an estimated market value of $35K.

What does the chart on this CLPR ownership page compare?

The chart compares B. Riley Wealth Advisors, Inc.'s quarterly CLPR 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 CLPR position?

Based on 13F filing dates vs. subsequent CLPR price moves, B. Riley Wealth Advisors, Inc. correctly timed 2 out of 12 reported position changes (17%). The annualised alpha on CLPR relative to SPY over the holding period was -27.2%.

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