B. Riley Wealth Advisors, Inc. RILY — B. RILEY FINANCIAL INC

Ownership history in B. Riley Wealth Advisors, Inc.  ·  16 quarters on record

AI Ownership Summary

B. Riley Wealth Advisors, Inc. reported B. RILEY FINANCIAL INC (RILY) in 16 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.03% in 2024 Q2. The latest visible filing shows RILY 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this RILY 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 B. RILEY FINANCIAL 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

RILY was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2024 Q2

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.

RILY stock page B. Riley Wealth Advisors, Inc. fund profile B. Riley Wealth Advisors, Inc. full holdings
How B. Riley Wealth Advisors, Inc. held RILY — position size vs. price
% of Fund (quarterly)    RILY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 49,020 -2,050 -4.0% 0.02% $334K 2026-04-27 $7.76
2025 Q4 ADDED — — — 51,070 +10,200 +25.0% 0.01% $238K 2026-02-17 $6.63
2025 Q3 REDUCED 21.0% -21.6% ✅ 40,870 -10,895 -21.0% 0.01% $244K 2025-10-31 $5.00
2025 Q2 ADDED — — — 51,765 +8,544 +19.8% 0.01% $154K 2025-08-19 $6.25
2024 Q4 REDUCED 11.1% -15.7% ✅ 43,221 -5,417 -11.1% 0.01% $198K 2025-02-25 $4.16
2024 Q3 REDUCED 37.3% -13.7% ✅ 48,638 -28,914 -37.3% 0.01% $253K 2024-12-13 $5.04
2024 Q2 ADDED — — — 77,552 +54,721 +239.7% 0.03% $1.4M 2024-08-19 $5.51
2024 Q1 REDUCED 49.3% -16.3% ✅ 22,831 -22,219 -49.3% 0.03% $936K 2024-05-16 $28.07
2023 Q4 ADDED — — — 45,050 +22,219 +97.3% 0.03% $946K 2024-03-15 $17.30
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding RILY

As of 2026 Q1 — sorted by position size

DBA TRADING, LLC 11.74% Mork Capital Management, LLC 3Y 7Y 0.13% Straight Path Wealth Management 3Y 0.09% State of Wyoming 3Y 0.04% Quinn Opportunity Partners LLC 3Y 7Y 0.03% 683 Capital Management, LLC 3Y 7Y 0.02% SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 3Y 7Y 0.02% GSA CAPITAL PARTNERS LLP 3Y 7Y 0.01% CastleKnight Management LP 3Y 0.01% BRIDGEWAY CAPITAL MANAGEMENT, LLC 3Y 7Y 0.01%

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

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 RILY?

B. Riley Wealth Advisors, Inc. reported RILY across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

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

The largest reported portfolio weight for RILY was 0.03% in 2024 Q2.

What is the latest reported RILY position on this page?

The most recent filing on this page is 2026 Q1, when B. Riley Wealth Advisors, Inc. reported 49,020 shares, equal to 0.02% of portfolio, with an estimated market value of $334K.

What does the chart on this RILY ownership page compare?

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

Based on 13F filing dates vs. subsequent RILY price moves, B. Riley Wealth Advisors, Inc. correctly timed 7 out of 15 reported position changes (47%). The annualised alpha on RILY relative to SPY over the holding period was -42.5%.

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