RILY β€” B. RILEY FINANCIAL INC

Ownership history in Carmichael Hill & Associates, Inc.  Β·  1 quarter on record

AI Ownership Summary

Carmichael Hill & Associates, Inc. reported B. RILEY FINANCIAL INC (RILY) in 1 quarterly 13F filing from 2024 Q2 through 2024 Q2. The latest visible filing shows RILY 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 RILY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Carmichael Hill & Associates, 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
2024 Q2

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

High-water mark
Peak Conviction
0.0% 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
2024 Q2 to 2024 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 Carmichael Hill & Associates, Inc. held RILY β€” position size vs. price
% of Fund (quarterly)    RILY price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q2 INITIATED 409 β€” β€” 0.00% $7K 2024-08-02 $18.21

🏒 Other funds also holding RILY

As of 2026 Q1 β€” sorted by position size

Farther Finance Advisors, LLC 0.0%

FAQ About Carmichael Hill & Associates, 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 Carmichael Hill & Associates, Inc. reported owning RILY?

Carmichael Hill & Associates, Inc. reported RILY across 1 quarterly 13F filings, from 2024 Q2 through 2024 Q2.

What was the largest reported RILY position in Carmichael Hill & Associates, Inc.'s portfolio?

The largest reported portfolio weight for RILY was 0.00% in 2024 Q2.

What is the latest reported RILY position on this page?

The most recent filing on this page is 2024 Q2, when Carmichael Hill & Associates, Inc. reported 409 shares, equal to 0.00% of portfolio, with an estimated market value of $7K.

What does the chart on this RILY ownership page compare?

The chart compares Carmichael Hill & Associates, 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.

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