Position in RILY
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$602,091
+$466,012 QoQ
Shares Held
82,253
+79.5% QoQ
Ownership
0.205%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in RILY Over Time
Shares Held
Position Value (USD)
All Filings in RILY
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $602,091 | 82,253 | Shares | Defined | 2026-05-14 | |
| 2025-06-30 | $136,079 | 45,818 | Shares | Defined | 2025-08-14 | |
| 2024-09-30 | $907,462 | 172,850 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $545,428 | 30,920 | Shares | Defined | 2024-08-12 | |
| 2023-06-30 | $617,787 | 13,436 | Shares | Defined | 2023-08-11 | |
| 2022-12-31 | $864,781 | 25,286 | Shares | Defined | 2023-02-10 | |
| 2022-06-30 | $1,303,539 | 30,853 | Shares | Defined | 2022-08-12 | |
| 2021-09-30 | $1,940,113 | 32,861 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,987,764 | 26,328 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $825,008 | 14,633 | Shares | Defined | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||