Position in RILY
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,492
New position
Shares Held
310
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#88
of 95 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Financial Conglomerates
Financial Services · as of Jun 30, 2026COMPASS FINANCIAL MANAGEMENT LLC holds $2,492 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
|
310 | $2,492 |
All Filings in RILY
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,492 | 310 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||