Position in RILY
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$228,199
+$116,941 QoQ
Shares Held
28,383
+19.1% QoQ
Ownership
0.071%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#42
of 95 holders
Holding Since
Mar 2021
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in RILY Over Time
Shares Held
Position Value (USD)
Position in Financial Conglomerates
Financial Services · as of Jun 30, 2026SIMPLEX TRADING, LLC holds $2,347,016 across 3 Financial Conglomerates names. RILY ranks #3 (9.7% of the industry book) .
All Filings in RILY
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $228,199 | 28,383 | Shares | Sole | 2026-08-12 | |
| 2025-12-31 | $111,258 | 23,824 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $955,819 | 159,836 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $232,512 | 78,287 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $290,188 | 74,984 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $309,710 | 67,475 | Shares | Sole | 2025-02-11 | |
| 2024-06-30 | $394,377 | 22,357 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,810,924 | 85,542 | Shares | Sole | 2024-04-25 | |
| 2023-09-30 | $203,392 | 4,962 | Shares | Sole | 2023-11-01 | |
| 2022-03-31 | $303,766 | 4,342 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,187,080 | 13,359 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $2,067,876 | 35,025 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $2,599,087 | 34,425 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $839,385 | 14,888 | Shares | Sole | 2021-04-26 | |
| No filing history on record for this holder in this stock. | ||||||