B. Riley Wealth Management, Inc. SEC EDGAR Filings (CIK 0001599892)

SEC EDGAR filings, ownership reports, and insider transactions for B. Riley Wealth Management, Inc..

Business address
40 S. Main Street, Suite 1800, Memphis, TN, 38103
Top securities (13F)
BRISTOL-MYERS SQUIBB CO, VUG, VTV, AMZN, VCSH, HYZD, EPD, BIL, CSM, SH, TMO, ABBV, EFG, AMT, IWP, PFE, MNA, VBK, FTSM, and MINT
State of incorporation
TN
Fiscal year end
30 June
Former names
Wunderlich Securities, Inc. (to 12 Apr 2016)
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B. Riley Wealth Management, Inc. has filed 26 SEC EDGAR filings since 12 Jun 2014

Latest Filings

Recent SEC filings for B. Riley Wealth Management, Inc. including 13F-HR, 13F-NT.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 Sep 2022 30 Jun 2022 028-16196
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 May 2022 31 Mar 2022 028-16196
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Feb 2022 31 Dec 2021 028-16196
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Nov 2021 30 Sep 2021 028-16196
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Aug 2021 30 Jun 2021 028-16196
13F-HR Open 13F-HR document View SEC filing for 13F-HR 17 May 2021 31 Mar 2021 028-16196
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 Feb 2021 31 Dec 2020 028-16196
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Nov 2020 30 Sep 2020 028-16196
13F-HR Open 13F-HR document View SEC filing for 13F-HR 17 Aug 2020 30 Jun 2020 028-16196
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 May 2020 31 Mar 2020 028-16196
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Feb 2020 31 Dec 2019 028-16196
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Nov 2019 30 Sep 2019 028-16196
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Aug 2019 30 Jun 2019 028-16196
13F-HR Open 13F-HR document View SEC filing for 13F-HR 17 May 2019 31 Mar 2019 028-16196
13F-HR Open 13F-HR document View SEC filing for 13F-HR 19 Feb 2019 31 Dec 2018 028-16196
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 Nov 2018 30 Sep 2018 028-16196
13F-NT Open 13F-NT document View SEC filing for 13F-NT 14 Aug 2018 30 Jun 2018 028-16196
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Apr 2016 31 Mar 2016 028-16196
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 Jan 2016 31 Dec 2015 028-16196
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Oct 2015 30 Sep 2015 028-16196
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Jul 2015 30 Jun 2015 028-16196
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Apr 2015 31 Mar 2015 028-16196
13F-HR Open 13F-HR document View SEC filing for 13F-HR 28 Jan 2015 31 Dec 2014 028-16196
13F-HR Open 13F-HR document View SEC filing for 13F-HR 03 Oct 2014 30 Sep 2014 028-16196
13F-HR Open 13F-HR document View SEC filing for 13F-HR 17 Jul 2014 30 Jun 2014 028-16196
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Jun 2014 31 Mar 2014 028-16196

About this filer

B. Riley Wealth Management, Inc. files with the SEC under CIK 0001599892. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

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