Position in LB
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$445,408
+$84,898 QoQ
Shares Held
5,621
+7.7% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#123
of 192 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026B. Riley Wealth Advisors, Inc. holds $2,027,497 across 3 Oil & Gas Equipment & Services names. LB ranks #2 (22.0% of the industry book) .
All Filings in LB
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $445,408 | 5,621 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $360,510 | 5,221 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $290,069 | 5,921 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $241,195 | 4,521 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $237,881 | 3,520 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $217,702 | 3,370 | Shares | Sole | 2025-02-25 | |
| No filing history on record for this holder in this stock. | ||||||