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Accurate Wealth Management, LLC: AVGO position timeline

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

Accurate Wealth Management, LLC held 31,753 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,753 shares
    Change vs previous 13F +2,953 shares

    1.21% of the 13F portfolio, value $12,701,848.

    13F-HR 0001754960-26-000528 filed by Accurate Wealth Management, 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 28,800 shares
    Change vs previous 13F +1,322 shares

    1.29% of the 13F portfolio, value $10,680,117.

    13F-HR 0001754960-26-000311 filed by Accurate Wealth Management, 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 27,478 shares
    Change vs previous 13F +2,578 shares

    1.2% of the 13F portfolio, value $9,472,634.

    13F-HR 0001754960-26-000054 filed by Accurate Wealth Management, 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 24,900 shares
    Change vs previous 13F +2,100 shares

    1.14% of the 13F portfolio, value $8,574,444.

    13F-HR 0001754960-25-000687 filed by Accurate Wealth Management, 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 22,800 shares
    Change vs previous 13F +2,094 shares

    0.96% of the 13F portfolio, value $6,279,864.

    13F-HR 0001754960-25-000384 filed by Accurate Wealth Management, 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 20,706 shares
    Change vs previous 13F +1,963 shares

    0.72% of the 13F portfolio, value $3,764,609.

    13F-HR 0001754960-25-000190 filed by Accurate Wealth Management, 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 18,743 shares
    Change vs previous 13F +1,194 shares

    0.81% of the 13F portfolio, value $4,205,744.

    13F-HR 0001754960-25-000019 filed by Accurate Wealth Management, 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 17,549 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $3,089,903.

    13F-HR 0001754960-24-000509 filed by Accurate Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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