Position in RILY
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$176,389
+$19,354 QoQ
Shares Held
21,939
+2.3% QoQ
Ownership
0.055%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#50
of 95 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RILY Over Time
Shares Held
Position Value (USD)
Position in Financial Conglomerates
Financial Services · as of Jun 30, 2026Cetera Investment Advisers holds $3,275,268 across 4 Financial Conglomerates names. RILY ranks #4 (5.4% of the industry book) .
All Filings in RILY
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $176,389 | 21,939 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $157,035 | 21,453 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $111,561 | 23,889 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $134,155 | 22,434 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $39,652 | 13,351 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $49,481 | 12,786 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $53,895 | 11,742 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $66,108 | 12,592 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||