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B. Riley Wealth Advisors, Inc. → OR
B. Riley Wealth Advisors, Inc. OR Position History
OR Royalties Inc. • Energy
Quarters held
5
Latest value
$795K
Q3 2026
Peak value
$979K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $979K |
| Q4 2025 | $883K |
| Q1 2026 | $838K |
| Q2 2026 | $749K |
| Q3 2026 | $795K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $795K | 23.1K | — | — |
| Q2 2026 | $749K | 23.4K | — | — |
| Q1 2026 | $838K | 23.8K | — | — |
| Q4 2025 | $883K | 24.9K | — | — |
| Q3 2025 | $979K | 24.4K | — | — |