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AAFMAA Wealth Management & Trust LLC: AVGO position timeline

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

AAFMAA Wealth Management & Trust LLC held 8,293 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,293 shares
    Change vs previous 13F -835 shares

    1.09% of the 13F portfolio, value $3,132,681.

    13F-HR 0001376474-26-000472 filed by AAFMAA Wealth Management & Trust 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 9,128 shares
    Change vs previous 13F -3,873 shares

    1.1% of the 13F portfolio, value $2,825,208.

    13F-HR 0001376474-26-000279 filed by AAFMAA Wealth Management & Trust 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 13,001 shares
    Change vs previous 13F -1,482 shares

    1.76% of the 13F portfolio, value $4,499,646.

    13F-HR 0001376474-26-000017 filed by AAFMAA Wealth Management & Trust 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 14,483 shares
    Change vs previous 13F -728 shares

    1.9% of the 13F portfolio, value $4,778,087.

    13F-HR 0001376474-25-000883 filed by AAFMAA Wealth Management & Trust 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 15,211 shares
    Change vs previous 13F +383 shares

    1.73% of the 13F portfolio, value $4,192,912.

    13F-HR 0001376474-25-000615 filed by AAFMAA Wealth Management & Trust 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 14,828 shares
    Change vs previous 13F +2,442 shares

    1.13% of the 13F portfolio, value $2,482,652.

    13F-HR 0001376474-25-000327 filed by AAFMAA Wealth Management & Trust 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 12,386 shares
    Change vs previous 13F -699 shares

    1.26% of the 13F portfolio, value $2,871,571.

    13F-HR 0001376474-25-000067 filed by AAFMAA Wealth Management & Trust LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 13,085 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $2,257,163.

    13F-HR 0001376474-24-000602 filed by AAFMAA Wealth Management & Trust LLC
    Filed (acceptance time not in the bulk data set), ingested

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