Ownership history in Straight Path Wealth Management · 19 quarters on record
This page tracks every 13F SEC filing in which Straight Path Wealth Management reported a position in B. RILEY FINANCIAL INC (RILY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 41,300 | +31,300 | +313.0% | 0.05% | $193K | $4.67 |
| 2025 Q3 | REDUCED | 10,000 | -80,300 | -88.9% | 0.02% | $90K | $5.98 |
| 2025 Q3 | ADDED | 90,300 | +75,300 | +502.0% | 0.02% | $60K | $5.98 |
| 2025 Q3 | REDUCED | 15,000 | -75,500 | -83.4% | 0.37% | $1.4M | $5.98 |
| 2025 Q2 | REDUCED | 90,500 | -3,000 | -3.2% | 0.09% | $269K | $2.97 |
| 2025 Q1 | ADDED | 93,500 | +10,200 | +12.2% | 0.15% | $362K | $3.87 |
| 2024 Q4 | REDUCED | 83,300 | -1,200 | -1.4% | 0.15% | $382K | $4.59 |
| 2024 Q3 | ADDED | 84,500 | +19,500 | +30.0% | 0.19% | $444K | $5.25 |
| 2024 Q2 | REDUCED | 65,000 | -12,200 | -15.8% | 0.59% | $1.1M | $17.64 |
| 2024 Q1 | ADDED | 77,200 | +42,400 | +121.8% | 0.92% | $1.6M | $20.84 |
As of 2025 Q4 — sorted by position size