Straight Path Wealth Management RILY — B. RILEY FINANCIAL INC

Ownership history in Straight Path Wealth Management  ·  20 quarters on record

AI Ownership Summary

Straight Path Wealth Management reported B. RILEY FINANCIAL INC (RILY) in 20 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.92% in 2024 Q1. The latest visible filing shows RILY at 0.09% 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 Straight Path Wealth Management'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 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.92% in 2024 Q1

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 Straight Path Wealth Management fund profile Straight Path Wealth Management full holdings
How Straight Path Wealth Management 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 12 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 43,800 +2,500 +6.1% 0.09% $321K 2026-04-23 $7.70
2025 Q4 ADDED — — — 41,300 +31,300 +313.0% 0.05% $193K 2026-02-11 $7.02
2025 Q3 REDUCED 88.9% -21.6% ✅ 10,000 -80,300 -88.9% 0.02% $90K 2025-11-03 $4.77
2025 Q3 ADDED — — — 90,300 +75,300 +502.0% 0.02% $60K 2025-11-03 $4.77
2025 Q3 REDUCED 83.4% -21.6% ✅ 15,000 -75,500 -83.4% 0.37% $1.4M 2025-11-03 $4.77
2025 Q2 REDUCED — — — 90,500 -3,000 -3.2% 0.09% $269K 2025-07-29 $5.51
2025 Q1 ADDED — — — 93,500 +10,200 +12.2% 0.15% $362K 2025-04-28 $2.99
2024 Q4 REDUCED — — — 83,300 -1,200 -1.4% 0.15% $382K 2025-02-06 $4.74
2024 Q3 ADDED — — — 84,500 +19,500 +30.0% 0.19% $444K 2024-11-06 $5.48
2024 Q2 REDUCED 15.8% -70.2% ✅ 65,000 -12,200 -15.8% 0.59% $1.1M 2024-08-15 $5.04
2024 Q1 ADDED — — — 77,200 +42,400 +121.8% 0.92% $1.6M 2024-04-30 $33.86
2023 Q4 ADDED — — — 34,800 +16,781 +93.1% 0.43% $730K 2024-01-23 $19.78
8 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% 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% Walleye Capital LLC 3Y 7Y 0.0% Glass Jacobson Investment Advisors llc 3Y 0.0% ROYCE & ASSOCIATES LP 3Y 7Y 0.0% Sanctuary Advisors, LLC 0.0%

FAQ About Straight Path Wealth Management and RILY

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

How long has Straight Path Wealth Management reported owning RILY?

Straight Path Wealth Management reported RILY across 12 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported RILY position in Straight Path Wealth Management's portfolio?

The largest reported portfolio weight for RILY was 0.92% in 2024 Q1.

What is the latest reported RILY position on this page?

The most recent filing on this page is 2026 Q1, when Straight Path Wealth Management reported 43,800 shares, equal to 0.09% of portfolio, with an estimated market value of $321K.

What does the chart on this RILY ownership page compare?

The chart compares Straight Path Wealth Management'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 Straight Path Wealth Management time their RILY position?

Based on 13F filing dates vs. subsequent RILY price moves, Straight Path Wealth Management correctly timed 10 out of 18 reported position changes (56%). The annualised alpha on RILY relative to SPY over the holding period was -42.3%.

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