Position in MDB
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$224,045
-$86,405 QoQ
Shares Held
667
-46.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#666
of 867 holders
Holding Since
Sep 2022
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MDB Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026B. Riley Wealth Advisors, Inc. holds $83,023,876 across 11 Software - Infrastructure names. MDB ranks #11 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
81,778 | $30,504,829 | |
| 2 | PANW |
Palo Alto Networks Inc
|
61,181 | $20,863,944 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
159,459 | $18,604,081 | |
| 4 | ORCL |
Oracle Corp
|
34,390 | $5,039,854 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
97,700 | $4,659,923 | |
| 6 | CRWV |
CoreWeave, Inc.
|
11,541 | $1,148,791 | |
| 7 | NET |
Cloudflare, Inc.
|
3,374 | $827,574 | |
| 8 | ZS |
Zscaler, Inc.
|
3,887 | $548,650 |
All Filings in MDB
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $224,045 | 667 | Shares | Sole | 2026-07-14 | |
| 2024-06-30 | $310,450 | 1,242 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $397,731 | 1,109 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $1,089,994 | 2,666 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $383,558 | 1,109 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $676,078 | 1,645 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $339,655 | 1,457 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $247,231 | 1,256 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $245,420 | 1,236 | Shares | Other | 2022-11-22 | |
| No filing history on record for this holder in this stock. | ||||||