B. Riley Wealth Advisors, Inc. RELX RELX PLC

Ownership history in B. Riley Wealth Advisors, Inc.  ·  7 quarters on record

AI Ownership Summary

B. Riley Wealth Advisors, Inc. reported RELX PLC (RELX) in 7 quarterly 13F filings from 2024 Q1 through 2025 Q3. Peak portfolio weight reached 0.01% in 2025 Q2. The latest visible filing shows RELX at 0.01% 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 RELX 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 RELX PLC, 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

RELX was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q2

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

Time in book
Holding Window
2024 Q1 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 RELX — position size vs. price
% of Fund (quarterly)    RELX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 4,412 +100 +2.3% 0.01% $211K 2025-10-31 $43.39
2025 Q2 REDUCED 25.2% -12.8% 4,312 -1,449 -25.2% 0.01% $234K 2025-08-19 $46.87
2024 Q4 ADDED 5,761 +974 +20.3% 0.01% $262K 2025-02-25 $47.98
2024 Q3 REDUCED 16.3% -4.3% 4,787 -934 -16.3% 0.01% $227K 2024-12-13 $45.44
2024 Q2 REDUCED 24.0% +4.0% 5,721 -1,809 -24.0% 0.01% $262K 2024-08-19 $44.44
2024 Q1 UNCHANGED 7,530 0% 0.01% $254K 2024-05-16 $42.19
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

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

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 RELX?

B. Riley Wealth Advisors, Inc. reported RELX across 6 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

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

The largest reported portfolio weight for RELX was 0.01% in 2025 Q2.

What is the latest reported RELX position on this page?

The most recent filing on this page is 2025 Q3, when B. Riley Wealth Advisors, Inc. reported 4,412 shares, equal to 0.01% of portfolio, with an estimated market value of $211K.

What does the chart on this RELX ownership page compare?

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

Based on 13F filing dates vs. subsequent RELX price moves, B. Riley Wealth Advisors, Inc. correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on RELX relative to SPY over the holding period was -12.2%.

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