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Hennion & Walsh Asset Management, Inc.: AVGO position timeline

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

Hennion & Walsh Asset Management, Inc. held 53,870 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 53,870 shares
    Change vs previous 13F -4,613 shares

    0.55% of the 13F portfolio, value $18,918,605.

    13F-HR 0002000324-26-005579 filed by Hennion & Walsh Asset Management, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 58,483 shares
    Change vs previous 13F -4,758 shares

    0.63% of the 13F portfolio, value $22,091,953.

    13F-HR 0002000324-26-002845 filed by Hennion & Walsh Asset 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 ended2026-03-31
    13F 63,241 shares
    Change vs previous 13F -7,999 shares

    0.66% of the 13F portfolio, value $19,573,722.

    13F-HR 0002000324-26-001898 filed by Hennion & Walsh Asset 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 ended2025-12-31
    13F 71,240 shares
    Change vs previous 13F -6,585 shares

    0.85% of the 13F portfolio, value $24,656,164.

    13F-HR 0002000324-26-000109 filed by Hennion & Walsh Asset 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 ended2025-09-30
    13F 77,825 shares
    Change vs previous 13F -2,559 shares

    0.93% of the 13F portfolio, value $25,675,246.

    13F-HR 0002000324-25-003954 filed by Hennion & Walsh Asset 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 ended2025-06-30
    13F 80,384 shares
    Change vs previous 13F -3,682 shares

    0.89% of the 13F portfolio, value $22,157,849.

    13F-HR 0002000324-25-002684 filed by Hennion & Walsh Asset 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 ended2025-03-31
    13F 84,066 shares
    Change vs previous 13F -1,184 shares

    0.63% of the 13F portfolio, value $14,075,170.

    13F-HR 0002000324-25-001387 filed by Hennion & Walsh Asset 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 ended2024-12-31
    13F 85,250 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $19,764,360.

    13F-HR 0002000324-25-000017 filed by Hennion & Walsh Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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