Position in SNOW
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$897,112
+$338,324 QoQ
Shares Held
3,525
-4.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#767
of 1,453 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SNOW Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026B. Riley Wealth Advisors, Inc. holds $14,625,820 across 16 Software - Application names. SNOW ranks #4 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
83,572 | $6,030,555 | |
| 2 | NOW |
ServiceNow, Inc.
|
16,873 | $1,675,151 | |
| 3 | CRM |
Salesforce, Inc.
|
8,237 | $1,290,408 | |
| 4 | SNOW |
Snowflake Inc.
This page
|
3,525 | $897,112 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
1,954 | $733,375 | |
| 6 | SHOP |
Shopify Inc.
|
5,269 | $601,614 | |
| 7 | ADSK |
Autodesk, Inc.
|
2,900 | $563,818 | |
| 8 | MSTR |
Strategy Inc
|
6,046 | $525,578 |
All Filings in SNOW
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $897,112 | 3,525 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $558,788 | 3,705 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $709,848 | 3,236 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $777,921 | 3,449 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $864,871 | 3,865 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $571,780 | 3,703 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $470,236 | 4,094 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $746,642 | 5,527 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $3,389,075 | 20,972 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $5,762,642 | 28,958 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $3,203,892 | 20,972 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $2,213,652 | 12,579 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $1,167,049 | 7,564 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $701,479 | 4,887 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $932,910 | 5,489 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $532,738 | 3,831 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $450,011 | 1,964 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $5,896,960 | 17,408 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $4,866,703 | 16,092 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $834,210 | 3,450 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $489,970 | 2,137 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $1,136,293 | 4,038 | Shares | Other | 2021-02-04 | |
| No filing history on record for this holder in this stock. | ||||||