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B. Riley Wealth Advisors, Inc. → STEW
B. Riley Wealth Advisors, Inc. STEW Position History
SRH Total Return Fund, Inc. • Financial Services
Quarters held
6
Latest value
$6.2M
Q3 2026
Peak value
$7.4M
First seen
Q1 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2025 | $7.3M |
| Q3 2025 | $7.3M |
| Q4 2025 | $7.4M |
| Q1 2026 | $6.7M |
| Q2 2026 | $7.2M |
| Q3 2026 | $6.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6.2M | 359.8K | — | — |
| Q2 2026 | $7.2M | 405.0K | — | — |
| Q1 2026 | $6.7M | 403.7K | — | — |
| Q4 2025 | $7.4M | 398.5K | — | — |
| Q3 2025 | $7.3M | 404.3K | — | — |
| Q1 2025 | $7.3M | 426.0K | — | — |