Skip to content
Disclosery

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

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

B. Riley Wealth Management, Inc. held 7,076 AVGO shares at 2022-06-30 per its 13F-HR filed 2022-09-09.

the latest 13F is the newest step

  1. period ended2022-06-30
    13F 7,076 shares
    Change vs previous 13F +512 shares

    0.03% of the 13F portfolio, value $3,437,000.

    13F-HR 0001213900-22-055032 filed by B. Riley Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2022-03-31
    13F 6,564 shares
    Change vs previous 13F -738 shares

    0.32% of the 13F portfolio, value $4,133,000.

    13F-HR 0001213900-22-025213 filed by B. Riley Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2021-12-31
    13F 7,302 shares
    Change vs previous 13F +782 shares

    0.34% of the 13F portfolio, value $4,859,000.

    13F-HR 0001213900-22-006241 filed by B. Riley Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2021-09-30
    13F 6,520 shares
    Change vs previous 13F +114 shares

    0.24% of the 13F portfolio, value $3,162,000.

    13F-HR 0001213900-21-058322 filed by B. Riley Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2021-06-30
    13F 6,406 shares
    Change vs previous 13F +54 shares

    0.34% of the 13F portfolio, value $3,055,000.

    13F-HR 0001213900-21-041763 filed by B. Riley Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2021-03-31
    13F 6,352 shares
    Change vs previous 13F +192 shares

    0.34% of the 13F portfolio, value $2,945,000.

    13F-HR 0001213900-21-027030 filed by B. Riley Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2020-12-31
    13F 6,160 shares
    Change vs previous 13F -896 shares

    0.35% of the 13F portfolio, value $2,697,000.

    13F-HR 0001213900-21-008521 filed by B. Riley Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2020-09-30
    13F 7,056 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $2,571,000.

    13F-HR 0001213900-20-036301 filed by B. Riley Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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