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1 NORTH WEALTH SERVICES LLC: AVGO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 1 NORTH WEALTH SERVICES LLC on AVGO, newest first. How the timeline and the estimate are built.

1 NORTH WEALTH SERVICES LLC held 9,858 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,858 shares
    Change vs previous 13F -405 shares

    1.22% of the 13F portfolio, value $3,723,860.

    13F-HR 0001641761-26-000003 filed by 1 NORTH WEALTH SERVICES LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 10,263 shares
    Change vs previous 13F -2,146 shares

    1.15% of the 13F portfolio, value $3,176,501.

    13F-HR 0001641761-26-000002 filed by 1 NORTH WEALTH SERVICES LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 12,409 shares
    Change vs previous 13F -1,008 shares

    1.51% of the 13F portfolio, value $4,294,755.

    13F-HR 0001641761-26-000001 filed by 1 NORTH WEALTH SERVICES LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 13,417 shares
    Change vs previous 13F +13 shares

    1.81% of the 13F portfolio, value $4,426,402.

    13F-HR 0001641761-25-000008 filed by 1 NORTH WEALTH SERVICES LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 13,404 shares
    Change vs previous 13F +100 shares

    1.47% of the 13F portfolio, value $3,694,813.

    13F-HR 0001641761-25-000005 filed by 1 NORTH WEALTH SERVICES LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 13,304 shares
    Change vs previous 13F -1,110 shares

    1.03% of the 13F portfolio, value $2,227,489.

    13F-HR 0001641761-25-000004 filed by 1 NORTH WEALTH SERVICES LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 14,414 shares
    Change vs previous 13F not available

    1.42% of the 13F portfolio, value $3,341,742.

    13F-HR 0001641761-25-000003 filed by 1 NORTH WEALTH SERVICES LLC
    Filed (acceptance time not in the bulk data set), ingested

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