Position in OC
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$255,766
+$30,562 QoQ
Shares Held
1,609
+1.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#450
of 685 holders
Holding Since
Jun 2022
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OC Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026B. Riley Wealth Advisors, Inc. holds $3,387,074 across 4 Building Products & Equipment names. OC ranks #4 (7.6% of the industry book) .
All Filings in OC
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $255,766 | 1,609 | Shares | Sole | 2026-07-14 | |
| 2025-09-30 | $225,204 | 1,592 | Shares | Sole | 2025-10-31 | |
| 2024-09-30 | $204,410 | 1,158 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $206,553 | 1,189 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $305,244 | 1,830 | Shares | Sole | 2024-05-16 | |
| 2023-09-30 | $249,630 | 1,830 | Shares | Sole | 2023-12-01 | |
| 2022-06-30 | $341,900 | 4,601 | Shares | Other | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||