Position in VTRS
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$507,032
+$144,127 QoQ
Shares Held
31,929
+18.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#406
of 1,020 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VTRS Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - Specialty & Generic
Healthcare · as of Jun 30, 2026B. Riley Wealth Advisors, Inc. holds $1,154,940 across 4 Drug Manufacturers - Specialty & Generic names. VTRS ranks #1 (43.9% of the industry book) .
All Filings in VTRS
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $507,032 | 31,929 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $362,905 | 26,862 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $338,503 | 27,189 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $322,423 | 32,568 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $273,258 | 30,600 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $274,286 | 31,491 | Shares | Sole | 2026-08-28 | |
| 2024-09-30 | $201,340 | 17,342 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $216,469 | 20,364 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $604,856 | 50,658 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $423,496 | 39,104 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $499,487 | 50,658 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $418,601 | 41,944 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $432,919 | 45,002 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $472,613 | 42,463 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $306,140 | 35,932 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $207,504 | 19,819 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $239,414 | 22,005 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $342,660 | 25,326 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $377,381 | 27,851 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $354,249 | 24,790 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $425,204 | 30,437 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $374,293 | 19,973 | Shares | Other | 2021-02-04 | |
| No filing history on record for this holder in this stock. | ||||||