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CIK 0001464811 • 6 13F filings • Aug 19, 2025 – Aug 28, 2026
Import this data to Google Sheets with:
=jivedata("b-riley-wealth-advisors-inc-0001464811-filer","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| 13F-HR |
| 0001464811-25-000004 |
| $2.16B |
| View |
| Jul 14, 2026 | Q2 2026 | 13F-HR | 0001464811-26-000007 | $1.87B | View |
| Aug 19, 2025 | Q2 2025 | 13F-HR | 0001085146-25-005368 | $2.13B | View |
| Apr 27, 2026 | Q1 2026 | 13F-HR | 0001464811-26-000006 | $1.58B | View |
| Aug 28, 2026 | Q1 2025 | 13F-HR | 0001464811-26-000009 | $3.39B | View |