B. Riley Wealth Advisors, Inc. HTD — HANCOCK JOHN TAX-ADV DIV COM

Ownership history in B. Riley Wealth Advisors, Inc.  ·  4 quarters on record

AI Ownership Summary

B. Riley Wealth Advisors, Inc. reported HANCOCK JOHN TAX-ADV DIV COM (HTD) in 4 quarterly 13F filings from 2026 Q2 through 2026 Q2. Peak portfolio weight reached 0.01% in 2026 Q2. The latest visible filing shows HTD 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 HTD 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 HANCOCK JOHN TAX-ADV DIV COM, 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

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

High-water mark
Peak Conviction
0.01% in 2026 Q2

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

Time in book
Holding Window
2026 Q2 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.

HTD stock page B. Riley Wealth Advisors, Inc. fund profile B. Riley Wealth Advisors, Inc. full holdings
How B. Riley Wealth Advisors, Inc. held HTD — position size vs. price
% of Fund (quarterly)    HTD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 1 quarter  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 10,220 +8,421 +468.1% 0.01% $263K 2026-07-14 $25.84
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding HTD

As of 2026 Q2 — sorted by position size

PMG Family Office LLC 0.69% Diesslin Group, Inc. 0.3% MRA Advisory Group 3Y 0.25% First National Bank of Mount Dora, Trust Investment Services 3Y 0.14% Hennion & Walsh Asset Management, Inc. 3Y 0.03% Spire Wealth Management 3Y 0.03% Sowell Financial Services LLC 3Y 7Y 0.01% Kennebec Savings Bank 0.0% WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3Y 7Y 0.0% HIGHLINE WEALTH PARTNERS LLC 0.0%

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

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 HTD?

B. Riley Wealth Advisors, Inc. reported HTD across 1 quarterly 13F filings, from 2026 Q2 through 2026 Q2.

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

The largest reported portfolio weight for HTD was 0.01% in 2026 Q2.

What is the latest reported HTD position on this page?

The most recent filing on this page is 2026 Q2, when B. Riley Wealth Advisors, Inc. reported 10,220 shares, equal to 0.01% of portfolio, with an estimated market value of $263K.

What does the chart on this HTD ownership page compare?

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