Position in RILY
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$54,993
New position
Shares Held
6,840
first reported quarter
Ownership
0.017%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#72
of 95 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Financial Conglomerates
Financial Services · as of Jun 30, 2026Allied Private Wealth LLC holds $54,993 across 1 Financial Conglomerates name. RILY ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RILY |
BRC Group Holdings, Inc.
This page
|
6,840 | $54,993 |
All Filings in RILY
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $54,993 | 6,840 | Shares | Sole | 2026-07-09 | |
| No filing history on record for this holder in this stock. | ||||||