Back to CPER
B. Riley Wealth Advisors, Inc. → CPER
B. Riley Wealth Advisors, Inc. CPER Position History
CPER
Quarters held
4
Latest value
$764K
Q3 2026
Peak value
$2.9M
First seen
Q1 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2025 | $1.1M |
| Q3 2025 | $1.6M |
| Q4 2025 | $2.9M |
| Q3 2026 | $764K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $764K | 19.2K | — | — |
| Q4 2025 | $2.9M | 83.8K | — | — |
| Q3 2025 | $1.6M | 52.6K | — | — |
| Q1 2025 | $1.1M | 35.5K | — | — |
Other funds holding CPER
$15.3M
$14.2M
$8.6M
$7.9M