B. Riley Wealth Advisors, Inc.
Position in THW — abrdn World Healthcare Fund
CIK 1464811
MEMPHIS, TN
Position in THW
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$136,224
+$10,900 QoQ
Shares Held
10,166
-5.3% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#25
of 33 holders
Holding Since
Dec 2021
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in THW Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026B. Riley Wealth Advisors, Inc. holds $51,221,802 across 78 Asset Management names. THW ranks #68 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STEW |
SRH Total Return Fund, Inc.
|
405,048 | $7,250,359 | |
| 2 | BX |
Blackstone Inc.
|
55,522 | $6,533,273 | |
| 3 | BPRE |
Bluerock Private Real Estate Fund
|
454,953 | $5,918,938 | |
| 4 | AB |
Alliancebernstein Holding L.P.
|
75,577 | $2,661,821 | |
| 5 | GLAD |
Gladstone Capital Corp
|
135,581 | $2,632,983 | |
| 6 | RA |
Brookfield Real Assets Income Fund Inc.
|
133,545 | $1,720,059 | |
| 7 | CSWC |
Capital Southwest Corp
|
69,775 | $1,658,551 | |
| 8 | MAIN |
Main Street Capital CORP
|
26,913 | $1,396,246 |
All Filings in THW
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $136,224 | 10,166 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $125,324 | 10,739 | Shares | Sole | 2026-04-27 | |
| 2025-09-30 | $135,399 | 10,746 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $113,054 | 11,019 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $153,380 | 13,931 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $188,633 | 14,215 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $183,163 | 13,950 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $209,523 | 15,837 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $149,994 | 12,853 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $185,609 | 15,837 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $257,968 | 18,400 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $204,890 | 14,912 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $215,926 | 14,739 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $182,239 | 14,171 | Shares | Other | 2022-11-22 | |
| 2022-03-31 | $417,393 | 27,406 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $372,878 | 22,890 | Shares | Other | 2022-01-28 | |
| No filing history on record for this holder in this stock. | ||||||