Position in AG
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,694,626
-$386,678 QoQ
Shares Held
99,919
+3.1% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#121
of 347 holders
Holding Since
Mar 2021
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AG Over Time
Shares Held
Position Value (USD)
Derivatives in AG
reported options exposure · as of Mar 31, 2026CallValue
$58,950
CallShares
300,000
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 Silver
Basic Materials · as of Jun 30, 2026B. Riley Wealth Advisors, Inc. holds $3,439,636 across 2 Silver names. AG ranks #2 (49.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXK |
Endeavour Silver Corp
|
210,750 | $1,745,010 | |
| 2 | AG |
First Majestic Silver Corp
This page
|
99,919 | $1,694,626 |
All Filings in AG
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,694,626 | 99,919 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $58,950 | 300,000 | Call | Sole | 2026-04-27 | |
| 2026-03-31 | $2,081,304 | 96,895 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $16,660 | 1,000 | Put | Sole | 2026-02-17 | |
| 2025-12-31 | $49,980 | 3,000 | Call | Sole | 2026-02-17 | |
| 2025-12-31 | $1,446,904 | 86,849 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $698,637 | 56,846 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $161,620 | 19,543 | Shares | Sole | 2025-08-19 | |
| 2024-03-31 | $61,986 | 10,542 | Shares | Sole | 2024-05-16 | |
| 2023-09-30 | $54,080 | 10,542 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $59,556 | 10,541 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $74,919 | 10,391 | Shares | Sole | 2023-05-17 | |
| 2022-03-31 | $146,260 | 11,114 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $121,554 | 10,941 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $120,243 | 10,641 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $742,137 | 46,941 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $580,199 | 37,240 | Shares | Other | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||