BRWA
DVLT

B. Riley Wealth Advisors’s Datavault AI DVLT Stock Holding History

B. Riley Wealth Advisors’s Portfolio DVLT Stock Details DVLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-10,000
Closed -$5.55K – 1016
2026
Q1 		$5.55K Buy
+10,000
New +$7.59K ﹤0.01% 881
2025
Q4 		– Sell
-10,167
Closed -$10.9K – 1178
2025
Q3 		$10.9K Buy
+10,167
New +$5.39K ﹤0.01% 1058
2023
Q1 		– Sell
-1
Closed -$1.94K – 1625
2022
Q4 		$1.94K Hold
1
– – ﹤0.01% 1490
2022
Q3 		$12K Buy
+1
New +$9.28K ﹤0.01% 1433

Other funds holding DVLT

TMC
Themes Management Co Greenwich, Connecticut $151M AUM
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SAM
Synergy Asset Management Vancouver, Washington $1.06B AUM 36.26% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
LFPWM
Leicht Financial Planning & Wealth Management Parsippany, New Jersey $244M AUM 17.11% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return

B. Riley Wealth Advisors's DVLT Position: Q2 2026 in Review

B. Riley Wealth Advisors sold out of Datavault AI (DVLT) in Q2 2026, closing a stake of 10,000 shares — an estimated $5.55K sold.

B. Riley Wealth Advisors first reported a position in DVLT in Q3 2022 and held it in 4 quarters. The position peaked at $12K in Q3 2022. 15 funds tracked by Wall St. Rank hold DVLT as of Q2 2026.

  • B. Riley Wealth Advisors reported no remaining Datavault AI position as of Q2 2026 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 10,000 Datavault AI shares in Q2 2026, an estimated $5.55K.
  • B. Riley Wealth Advisors first reported a position in Datavault AI in Q3 2022 and held it in 4 quarters.
  • B. Riley Wealth Advisors's Datavault AI position peaked at $12K in Q3 2022.
  • 15 funds tracked by Wall St. Rank held Datavault AI as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.