B. Riley Wealth Advisors, Inc. CRDO CREDO TECHNOLOGY GROUP HOLDI

Ownership history in B. Riley Wealth Advisors, Inc.  ·  3 quarters on record

AI Ownership Summary

B. Riley Wealth Advisors, Inc. reported CREDO TECHNOLOGY GROUP HOLDI (CRDO) in 3 quarterly 13F filings from 2024 Q4 through 2025 Q3. Peak portfolio weight reached 0.02% in 2025 Q3. The latest visible filing shows CRDO 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.

What this CRDO 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 CREDO TECHNOLOGY GROUP HOLDI, 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

CRDO 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 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.

How B. Riley Wealth Advisors, Inc. held CRDO — position size vs. price
% of Fund (quarterly)    CRDO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 11.9% -0.6% 2,592 -351 -11.9% 0.02% $377K 2025-10-31 $187.62
2025 Q2 REDUCED 60.3% +57.7% 2,943 -4,461 -60.3% 0.01% $272K 2025-08-19 $106.30
2024 Q4 INITIATED 7,404 0.02% $498K 2025-02-25 $56.97

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

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 CRDO?

B. Riley Wealth Advisors, Inc. reported CRDO across 3 quarterly 13F filings, from 2024 Q4 through 2025 Q3.

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

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

What is the latest reported CRDO position on this page?

The most recent filing on this page is 2025 Q3, when B. Riley Wealth Advisors, Inc. reported 2,592 shares, equal to 0.02% of portfolio, with an estimated market value of $377K.

What does the chart on this CRDO ownership page compare?

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