Position in BHK
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$197,352
-$9,264 QoQ
Shares Held
21,545
0.0% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#61
of 104 holders
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BHK Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026B. Riley Wealth Advisors, Inc. holds $46,111,557 across 69 Asset Management names. BHK ranks #41 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STEW |
SRH Total Return Fund, Inc.
|
403,720 | $6,903,612 | |
| 2 | BX |
Blackstone Inc.
|
55,261 | $6,354,462 | |
| 3 | BPRE |
Bluerock Private Real Estate Fund
|
308,845 | $5,129,915 | |
| 4 | AB |
Alliancebernstein Holding L.P.
|
73,475 | $2,750,904 | |
| 5 | RA |
Brookfield Real Assets Income Fund Inc.
|
144,543 | $1,858,822 | |
| 6 | CSWC |
Capital Southwest Corp
|
69,760 | $1,543,091 | |
| 7 | GLAD |
Gladstone Capital Corp
|
88,295 | $1,531,918 | |
| 8 | MAIN |
Main Street Capital CORP
|
26,756 | $1,416,997 |
All Filings in BHK
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $197,352 | 21,545 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $206,616 | 21,545 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $243,977 | 24,545 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $256,073 | 26,345 | Shares | Sole | 2025-08-19 | |
| 2024-03-31 | $1,473,876 | 136,470 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $837,495 | 76,764 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $1,356,511 | 136,470 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $1,502,208 | 141,185 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $1,601,902 | 147,777 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $1,615,252 | 155,612 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $2,226,570 | 222,657 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $895,581 | 79,115 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $1,209,143 | 93,011 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $1,938,719 | 117,427 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $1,691,057 | 102,117 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $1,638,668 | 99,193 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $1,441,401 | 91,809 | Shares | Other | 2021-05-13 | |
| 2020-06-30 | $393,226 | 25,584 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $318,353 | 24,063 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||