Position in RILY
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$350,471
-$8,845 QoQ
Shares Held
43,591
-11.2% QoQ
Ownership
0.108%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#38
of 95 holders
Holding Since
Sep 2023
3 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, 2026State of Wyoming holds $1,236,640 across 3 Financial Conglomerates names. RILY ranks #2 (28.3% of the industry book) .
All Filings in RILY
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $350,471 | 43,591 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $359,316 | 49,087 | Shares | Sole | 2026-05-13 | |
| 2023-09-30 | $27,750 | 677 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||