B. Riley Financial shares owned by Creative Planning
Quarter-by-quarter ownership of B. Riley Financial (RILY) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in B. Riley Financial
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All positions including B. Riley Financial held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in B. Riley Financial by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $211k | 40k | 5.25 |
| 2024-06-30 | $683k | 39k | 17.64 |
| 2024-03-31 | $813k | 38k | 21.17 |
| 2023-12-31 | $756k | 36k | 20.99 |
| 2023-09-30 | $662k | 16k | 40.99 |
| 2023-06-30 | $786k | 17k | 45.98 |
| 2022-12-31 | $497k | 15k | 34.20 |
| 2022-09-30 | $232k | 5.2k | 44.61 |
| 2017-06-30 | $2.0k | 113 | 17.70 |