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B. Riley Wealth Advisors, Inc.: AVGO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of B. Riley Wealth Advisors, Inc. on AVGO, newest first. How the timeline and the estimate are built.

B. Riley Wealth Advisors, Inc. held 73,656 AVGO shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 73,656 shares
    Change vs previous 13F +16,191 shares

    1.02% of the 13F portfolio, value $25,867,435.

    13F-HR 0001464811-26-000010 filed by B. Riley Wealth Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 57,465 shares
    Change vs previous 13F -1,185 shares

    1.17% of the 13F portfolio, value $21,402,928.

    13F-HR 0001464811-26-000007 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 58,650 shares
    Change vs previous 13F -5,241 shares

    1.11% of the 13F portfolio, value $17,208,384.

    13F-HR 0001464811-26-000006 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 63,891 shares
    Change vs previous 13F -2,555 shares

    1.05% of the 13F portfolio, value $22,112,826.

    13F-HR 0001464811-26-000005 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 66,446 shares
    Change vs previous 13F -1,207 shares

    1.05% of the 13F portfolio, value $21,921,118.

    13F-HR 0001464811-25-000004 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 67,653 shares
    Change vs previous 13F -57,328 shares

    0.9% of the 13F portfolio, value $18,648,514.

    13F-HR 0001085146-25-005368 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 124,981 shares
    Change vs previous 13F +8,864 shares

    0.64% of the 13F portfolio, value $20,925,571.

    13F-HR 0001464811-26-000009 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 116,117 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $26,920,471.

    13F-HR 0001213900-25-016975 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).