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B. Riley Wealth Advisors, Inc. → ACV
B. Riley Wealth Advisors, Inc. ACV Position History
Virtus Diversified Income & Convertible Fund • Financial Services
Quarters held
6
Latest value
$588K
Q3 2026
Peak value
$706K
First seen
Q1 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2025 | $499K |
| Q3 2025 | $591K |
| Q4 2025 | $646K |
| Q1 2026 | $599K |
| Q2 2026 | $706K |
| Q3 2026 | $588K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $588K | 24.3K | — | — |
| Q2 2026 | $706K | 25.3K | — | — |
| Q1 2026 | $599K | 25.2K | — | — |
| Q4 2025 | $646K | 24.6K | — | — |
| Q3 2025 | $591K | 24.5K | — | — |
| Q1 2025 | $499K | 24.9K | — | — |