B. Riley Wealth Advisors, Inc. BIL holdings history
SS SPDR BB 1-3M T-BILL ETF · CUSIP 78468R663 · CIK 1464811
As of 2026-06-30, B. Riley Wealth Advisors, Inc. reported 94.37K BIL (shares), valued at $8.65M, or 0.47% of its reported non-derivative portfolio. Filed 2026-07-14.
Verify history & sources →Shares decreased 2.91%; reported value decreased 2.91%, and weight changed -0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 0.47% | 94,370 | SEC filing ↗Filed Jul 14, 2026 |
| Q1 2026 | 0.58% | 97,196 | SEC filing ↗Filed Apr 27, 2026 |
| Q4 2025 | 1.77% | 410,061 | SEC filing ↗Filed Feb 17, 2026 |
| Q3 2025 | 1.75% | 396,493 | SEC filing ↗Filed Oct 31, 2025 |
| Q2 2025 | 1.83% | 411,158 | SEC filing ↗Filed Aug 19, 2025 |
| Q1 2025 | 0.92% | 331,081 | SEC filing ↗Filed Aug 28, 2026 |
| Q4 2024 | 0.42% | 139,572 | SEC filing ↗Filed Feb 25, 2025 |
| Q3 2024 | 0.23% | 91,258 | SEC filing ↗Filed Dec 13, 2024 |
| Q2 2024 | 0.36% | 153,990 | SEC filing ↗Filed Aug 19, 2024 |
| Q1 2024 | 0.49% | 199,228 | SEC filing ↗Filed May 16, 2024 |
| Q4 2023 | 0.27% | 109,846 | SEC filing ↗Filed Mar 15, 2024 |
| Q3 2023 | 0.49% | 199,228 | SEC filing ↗Filed Dec 1, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 0.49% | 199,228 | $18.29M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Dec 1, 2023 |
| Q4 2023 | 0.27% | 109,846 | $10.04M | Shares decreased 44.86%; reported value decreased 45.12%, and weight changed -0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Mar 15, 2024 |
| Q1 2024 | 0.49% | 199,228 | $18.29M | Shares increased 81.37%; reported value increased 82.22%, and weight changed +0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 16, 2024 |
| Q2 2024 | 0.36% | 153,990 | $14.13M | Shares decreased 22.71%; reported value decreased 22.74%, and weight changed -0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 19, 2024 |
| Q3 2024 | 0.23% | 91,258 | $8.38M | Shares decreased 40.74%; reported value decreased 40.71%, and weight changed -0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Dec 13, 2024 |
| Q4 2024 | 0.42% | 139,572 | $12.76M | Shares increased 52.94%; reported value increased 52.28%, and weight changed +0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 25, 2025 |
| Q1 2025 | 0.92% | 331,081 | $30.37M | Shares increased 137.21%; reported value increased 137.99%, and weight changed +0.50 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 28, 2026 |
| Q2 2025 | 1.83% | 411,158 | $37.72M | Shares increased 24.19%; reported value increased 24.19%, and weight changed +0.91 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 19, 2025 |
| Q3 2025 | 1.75% | 396,493 | $36.38M | Shares decreased 3.57%; reported value decreased 3.55%, and weight changed -0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 31, 2025 |
| Q4 2025 | 1.77% | 410,061 | $37.47M | Shares increased 3.42%; reported value increased 3.00%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 17, 2026 |
| Q1 2026 | 0.58% | 97,196 | $8.91M | Shares decreased 76.30%; reported value decreased 76.23%, and weight changed -1.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 27, 2026 |
| Q2 2026 | 0.47% | 94,370 | $8.65M | Shares decreased 2.91%; reported value decreased 2.91%, and weight changed -0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 14, 2026 |
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