Position in RILY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$59,286
-$100,985 QoQ
Shares Held
7,374
-66.3% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#71
of 95 holders
Holding Since
Mar 2020
26 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, 2024CallValue
$0
CallShares
0
PutValue
$111,078
PutShares
24,200
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.
Position in Financial Conglomerates
Financial Services · as of Jun 30, 2026BARCLAYS PLC holds $19,156,956 across 5 Financial Conglomerates names. RILY ranks #5 (0.3% of the industry book) .
All Filings in RILY
Export CSV
30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $59,286 | 7,374 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $160,271 | 21,895 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $114,924 | 24,609 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $43,862 | 7,335 | Shares | Sole | 2026-03-31 | |
| 2025-06-30 | $4,980 | 1,677 | Shares | Sole | 2026-02-27 | |
| 2025-03-31 | $86,548 | 22,364 | Shares | Sole | 2026-03-17 | |
| 2024-12-31 | $255,419 | 55,647 | Shares | Sole | 2026-03-19 | |
| 2024-12-31 | $111,078 | 24,200 | Put | Sole | 2026-03-19 | |
| 2024-09-30 | $258,273 | 49,195 | Shares | Sole | 2026-03-31 | |
| 2024-09-30 | $127,050 | 24,200 | Put | Sole | 2026-03-31 | |
| 2024-06-30 | $426,888 | 24,200 | Call | Sole | 2026-03-23 | |
| 2024-06-30 | $210,868 | 11,954 | Shares | Sole | 2026-03-23 | |
| 2024-03-31 | $546,545 | 25,817 | Shares | Sole | 2026-03-24 | |
| 2024-03-31 | $658,387 | 31,100 | Put | Sole | 2026-03-24 | |
| 2023-12-31 | $960,607 | 45,765 | Shares | Sole | 2026-03-24 | |
| 2023-09-30 | $341,405 | 8,329 | Shares | Sole | 2026-03-26 | |
| 2023-06-30 | $404,440 | 8,796 | Shares | Sole | 2026-03-27 | |
| 2023-03-31 | $298,407 | 10,511 | Shares | Sole | 2026-03-30 | |
| 2022-12-31 | $435,058 | 12,721 | Shares | Sole | 2026-03-30 | |
| 2022-09-30 | $191,658 | 4,305 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $221,770 | 5,249 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $947,537 | 13,544 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,312,314 | 26,022 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,131,678 | 19,168 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $6,222,936 | 82,423 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,372,965 | 24,352 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $270,891 | 6,126 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $218,798 | 8,731 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $241,057 | 11,078 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $125,661 | 6,822 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||