B. Riley Wealth Advisors, Inc. CCCS β€” CCC INTELLIGENT SOLUTIONS HL

Ownership history in B. Riley Wealth Advisors, Inc.  Β·  2 quarters on record

AI Ownership Summary

B. Riley Wealth Advisors, Inc. reported CCC INTELLIGENT SOLUTIONS HL (CCCS) in 2 quarterly 13F filings from 2026 Q1 through 2026 Q2. The latest visible filing shows CCCS 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 CCCS 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 CCC INTELLIGENT SOLUTIONS HL, 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 Q2

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

High-water mark
Peak Conviction
0.0% in 2026 Q1

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

Time in book
Holding Window
2026 Q1 to 2026 Q2

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 CCCS β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED β€” β€” β€” 10,940 +156 +1.4% 0.00% $54K 2026-07-14 $5.38
2026 Q1 INITIATED β€” β€” β€” 10,784 β€” β€” 0.00% $63K 2026-04-27 $4.84

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

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 CCCS?

B. Riley Wealth Advisors, Inc. reported CCCS across 2 quarterly 13F filings, from 2026 Q1 through 2026 Q2.

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

The largest reported portfolio weight for CCCS was 0.00% in 2026 Q1.

What is the latest reported CCCS position on this page?

The most recent filing on this page is 2026 Q2, when B. Riley Wealth Advisors, Inc. reported 10,940 shares, equal to 0.00% of portfolio, with an estimated market value of $54K.

What does the chart on this CCCS ownership page compare?

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