Position in RILY
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$84,765
+$84,765 QoQ
Shares Held
11,580
Ownership
0.029%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in RILY Over Time
Shares Held
Position Value (USD)
Derivatives in RILY
reported options exposure · as of Dec 31, 2025CallValue
$233,500
CallShares
50,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
All Filings in RILY
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $84,765 | 11,580 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $233,500 | 50,000 | Call | Sole | 2026-02-13 | |
| 2025-09-30 | $299,000 | 50,000 | Call | Sole | 2025-11-14 | |
| 2025-06-30 | $297,000 | 100,000 | Call | Sole | 2025-08-13 | |
| 2025-03-31 | $387,000 | 100,000 | Call | Sole | 2025-05-15 | |
| 2024-12-31 | $459,000 | 100,000 | Call | Sole | 2025-02-14 | |
| 2024-09-30 | $525,000 | 100,000 | Call | Sole | 2024-11-14 | |
| 2024-09-30 | $252 | 48 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||