Clearstead Advisors, LLC
Holdings in RILY
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $81,771 | 17,510 | Shares | Sole | 2026-02-09 |
| 2025-09-30 | $104,709 | 17,510 | Shares | Sole | 2025-11-10 |
| 2025-06-30 | $52,004 | 17,510 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $67,763 | 17,510 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $45 | 10 | Shares | Sole | 2025-02-10 |
| 2024-09-30 | $52 | 10 | Shares | Sole | 2024-11-13 |
| 2024-06-30 | $176 | 10 | Shares | Sole | 2024-08-12 |
| 2024-03-31 | $211 | 10 | Shares | Sole | 2024-05-14 |
| 2023-12-31 | $209 | 10 | Shares | Sole | 2024-02-12 |
| 2023-09-30 | $409 | 10 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $459 | 10 | Shares | Sole | 2023-08-07 |
| 2023-03-31 | $283 | 10 | Shares | Sole | 2023-05-09 |
| 2022-12-31 | $342 | 10 | Shares | Sole | 2023-02-14 |
| 2022-09-30 | $445 | 10 | Shares | Sole | 2022-11-15 |
| 2022-06-30 | $422 | 10 | Shares | Sole | 2022-08-12 |
| 2022-03-31 | $699 | 10 | Shares | Sole | 2022-05-04 |
| 2021-12-31 | $888 | 10 | Shares | Sole | 2022-02-14 |
| 2020-12-31 | $8,844 | 200 | Shares | Sole | 2021-02-11 |