Position in RILY
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$80
+$7 QoQ
Shares Held
10
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#94
of 95 holders
Holding Since
Dec 2020
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RILY Over Time
Shares Held
Position Value (USD)
Position in Financial Conglomerates
Financial Services · as of Jun 30, 2026Clearstead Advisors, LLC holds $251,435 across 6 Financial Conglomerates names. RILY ranks #6 (0.0% of the industry book) .
All Filings in RILY
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $80 | 10 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $73 | 10 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $81,771 | 17,510 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $104,709 | 17,510 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $52,004 | 17,510 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $67,763 | 17,510 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $45 | 10 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $52 | 10 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $176 | 10 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $211 | 10 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $209 | 10 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $409 | 10 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $459 | 10 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $283 | 10 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $342 | 10 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $445 | 10 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $422 | 10 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $699 | 10 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $888 | 10 | Shares | Sole | 2022-02-14 | |
| 2020-12-31 | $8,844 | 200 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||