Position in RC
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$24,792
+$1,842 QoQ
Shares Held
14,167
0.0% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#151
of 232 holders
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in RC Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026B. Riley Wealth Advisors, Inc. holds $846,598 across 5 REIT - Mortgage names. RC ranks #5 (2.9% of the industry book) .
All Filings in RC
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,792 | 14,167 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $22,950 | 14,167 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $47,234 | 21,667 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $92,202 | 23,825 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $136,453 | 31,225 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $156,130 | 22,893 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $83,113 | 10,893 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $83,436 | 10,200 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $118,416 | 12,970 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $118,028 | 11,515 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $131,126 | 12,970 | Shares | Sole | 2023-12-01 | |
| No filing history on record for this holder in this stock. | ||||||