MGO ONE SEVEN LLC RILY — B. RILEY FINANCIAL INC

Ownership history in MGO ONE SEVEN LLC  ·  10 quarters on record

AI Ownership Summary

MGO ONE SEVEN LLC reported B. RILEY FINANCIAL INC (RILY) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.05% in 2023 Q4. 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 MGO ONE SEVEN LLC'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 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2023 Q4

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 MGO ONE SEVEN LLC fund profile MGO ONE SEVEN LLC full holdings
How MGO ONE SEVEN LLC 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 28,373 — 0% 0.00% $208K 2026-05-14 $9.34
2025 Q4 UNCHANGED — — — 28,373 — 0% 0.00% $133K 2026-02-03 $8.56
2025 Q3 UNCHANGED — — — 28,373 — 0% 0.00% $170K 2025-10-24 $5.53
2025 Q2 REDUCED 5.0% +105.0% ❌ 28,373 -1,500 -5.0% 0.00% $84K 2025-07-25 $5.58
2025 Q1 REDUCED — — — 29,873 -1,500 -4.8% 0.00% $116K 2025-05-08 $2.82
2024 Q4 REDUCED — — — 31,373 -1,500 -4.6% 0.01% $144K 2025-02-14 $4.13
2024 Q3 REDUCED — — — 32,873 -1,552 -4.5% 0.01% $173K 2024-10-15 $4.95
2024 Q2 REDUCED — — — 34,425 -448 -1.3% 0.03% $607K 2024-08-07 $17.56
2024 Q1 REDUCED 12.5% -16.3% ✅ 34,873 -5,000 -12.5% 0.04% $738K 2024-05-14 $33.69
2023 Q4 INITIATED — — — 39,873 — — 0.05% $837K 2024-02-14 $18.39

🏢 Other funds also holding RILY

As of 2026 Q1 — sorted by position size

DBA TRADING, LLC 11.74% Straight Path Wealth Management 3Y 0.09% State of Wyoming 3Y 0.04% B. Riley Wealth Advisors, Inc. 3Y 7Y 0.02% GSA CAPITAL PARTNERS LLP 3Y 7Y 0.01% Brooklyn Investment Group 0.0% Allianz Asset Management GmbH 3Y 7Y 0.0% FEDERATED HERMES, INC. 3Y 7Y 0.0% RENAISSANCE TECHNOLOGIES LLC 3Y 7Y 0.0% RMG Wealth Management LLC 0.0%

FAQ About MGO ONE SEVEN LLC and RILY

These are the practical questions this page is built to answer before you even open the full history table.

How long has MGO ONE SEVEN LLC reported owning RILY?

MGO ONE SEVEN LLC reported RILY across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported RILY position in MGO ONE SEVEN LLC's portfolio?

The largest reported portfolio weight for RILY was 0.05% in 2023 Q4.

What is the latest reported RILY position on this page?

The most recent filing on this page is 2026 Q1, when MGO ONE SEVEN LLC reported 28,373 shares, equal to 0.00% of portfolio, with an estimated market value of $208K.

What does the chart on this RILY ownership page compare?

The chart compares MGO ONE SEVEN LLC'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 MGO ONE SEVEN LLC time their RILY position?

Based on 13F filing dates vs. subsequent RILY price moves, MGO ONE SEVEN LLC correctly timed 6 out of 7 reported position changes (86%). The annualised alpha on RILY relative to SPY over the holding period was -38.8%.

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