Position in SOLV
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$275,348
+$38,375 QoQ
Shares Held
3,569
-1.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#437
of 868 holders
Holding Since
Jun 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SOLV Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026B. Riley Wealth Advisors, Inc. holds $3,569,252 across 3 Medical Instruments & Supplies names. SOLV ranks #3 (7.7% of the industry book) .
All Filings in SOLV
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $275,348 | 3,569 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $236,973 | 3,629 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $341,524 | 4,310 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $310,980 | 4,260 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $232,828 | 3,070 | Shares | Sole | 2025-08-19 | |
| 2024-09-30 | $257,754 | 3,697 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $235,633 | 4,456 | Shares | Sole | 2024-08-19 | |
| No filing history on record for this holder in this stock. | ||||||