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Aaron Wealth Advisors LLC: AVGO position timeline

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

Aaron Wealth Advisors LLC held 46,469 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 46,469 shares
    Change vs previous 13F +2,375 shares

    0.89% of the 13F portfolio, value $17,553,665.

    13F-HR 0001172661-26-002640 filed by Aaron Wealth Advisors 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 44,094 shares
    Change vs previous 13F -9,120 shares

    0.79% of the 13F portfolio, value $13,647,534.

    13F-HR 0001172661-26-001518 filed by Aaron Wealth Advisors 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 53,214 shares
    Change vs previous 13F +10,157 shares

    1.02% of the 13F portfolio, value $18,417,365.

    13F-HR 0001172661-26-000232 filed by Aaron Wealth Advisors 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 43,057 shares
    Change vs previous 13F +17,445 shares

    0.86% of the 13F portfolio, value $14,204,935.

    13F-HR 0001172661-25-004156 filed by Aaron Wealth Advisors 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 25,612 shares
    Change vs previous 13F +2,371 shares

    0.72% of the 13F portfolio, value $7,059,948.

    13F-HR 0001172661-25-002506 filed by Aaron Wealth Advisors 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 23,241 shares
    Change vs previous 13F +1,887 shares

    0.45% of the 13F portfolio, value $3,891,241.

    13F-HR 0001172661-25-001544 filed by Aaron Wealth Advisors 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 21,354 shares
    Change vs previous 13F +2,066 shares

    0.57% of the 13F portfolio, value $4,950,711.

    13F-HR 0001172661-25-000198 filed by Aaron Wealth Advisors 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 19,288 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $3,327,180.

    13F-HR 0001172661-24-004302 filed by Aaron Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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