Position in RILY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$131,630
+$103,258 QoQ
Shares Held
16,372
+322.4% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#54
of 95 holders
Holding Since
Jun 2020
25 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, 2026OSAIC HOLDINGS, INC. holds $4,659,899 across 6 Financial Conglomerates names. RILY ranks #4 (2.8% of the industry book) .
All Filings in RILY
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $131,630 | 16,372 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $28,372 | 3,876 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $97,588 | 20,897 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $129,748 | 21,697 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $54,193 | 18,247 | Shares | Defined | 2025-09-04 | |
| 2025-03-31 | $74,698 | 19,302 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $90,385 | 19,692 | Shares | Defined | 2025-06-06 | |
| 2024-09-30 | $104,028 | 19,815 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $306,123 | 17,354 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $237,759 | 11,231 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $230,720 | 10,992 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $410,185 | 10,007 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $475,754 | 10,347 | Shares | Defined | 2023-08-21 | |
| 2023-03-31 | $336,334 | 11,847 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $427,875 | 12,511 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $607,429 | 13,644 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $587,696 | 13,910 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $638,524 | 9,127 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $491,839 | 5,535 | Shares | Defined | 2022-02-03 | |
| 2021-09-30 | $368,940 | 6,249 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $372,215 | 4,930 | Shares | Defined | 2021-08-02 | |
| 2021-03-31 | $441,455 | 7,830 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $427,253 | 9,662 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $60,895 | 2,430 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $63,321 | 2,910 | Shares | Defined | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||