Position in ACHR
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$26,625
-$53,300 QoQ
Shares Held
5,150
-38.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ACHR Over Time
Shares Held
Position Value (USD)
Derivatives in ACHR
reported options exposure · as of Mar 31, 2026CallValue
$5,928
CallShares
120,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026B. Riley Wealth Advisors, Inc. holds $21,519,817 across 15 Aerospace & Defense names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
|
34,930 | $7,561,297 | |
| 2 | RTX |
RTX Corp
|
21,553 | $4,089,250 | |
| 3 | GE |
General Electric Co
|
8,449 | $3,157,644 | |
| 4 | LHX |
L3harris Technologies, Inc. /De/
|
4,307 | $1,251,571 | |
| 5 | LMT |
Lockheed Martin Corp
|
1,844 | $939,444 | |
| 6 | GD |
General Dynamics Corp
|
2,486 | $880,640 | |
| 7 | NOC |
Northrop Grumman Corp /De/
|
1,509 | $768,548 | |
| 8 | TDG |
TransDigm Group INC
|
485 | $646,039 |
All Filings in ACHR
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,928 | 120,000 | Call | Sole | 2026-04-27 | |
| 2026-03-31 | $26,625 | 5,150 | Shares | Sole | 2026-04-27 | |
| 2025-09-30 | $4,790 | 50,000 | Put | Sole | 2025-10-31 | |
| 2025-09-30 | $79,925 | 8,343 | Shares | Sole | 2025-10-31 | |
| 2025-09-30 | $4,790 | 50,000 | Call | Sole | 2025-10-31 | |
| 2025-06-30 | $129,115 | 11,900 | Shares | Sole | 2025-08-19 | |
| 2025-06-30 | $5,425 | 500 | Call | Sole | 2025-08-19 | |
| 2025-06-30 | $16,275 | 1,500 | Put | Sole | 2025-08-19 | |
| 2024-03-31 | $86,186 | 18,655 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $126,207 | 20,555 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $94,394 | 18,655 | Shares | Sole | 2023-12-01 | |
| No filing history on record for this holder in this stock. | ||||||