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Disclosery

Activest Wealth Management: AVGO position timeline

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

Activest Wealth Management held 2,109 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 2,109 shares
    Change vs previous 13F -4,095 shares

    0.15% of the 13F portfolio, value $796,510.

    13F-HR 0001883134-26-000003 filed by Activest Wealth Management
    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 6,204 shares
    Change vs previous 13F +774 shares

    0.34% of the 13F portfolio, value $1,920,345.

    13F-HR 0001883134-26-000002 filed by Activest Wealth Management
    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 5,430 shares
    Change vs previous 13F +1,335 shares

    0.35% of the 13F portfolio, value $1,879,443.

    13F-HR 0001883134-26-000001 filed by Activest Wealth Management
    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 4,095 shares
    Change vs previous 13F +2,060 shares

    0.27% of the 13F portfolio, value $1,351,016.

    13F-HR 0001883134-25-000008 filed by Activest Wealth Management
    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 2,035 shares
    Change vs previous 13F +103 shares

    0.14% of the 13F portfolio, value $560,905.

    13F-HR 0001883134-25-000005 filed by Activest Wealth Management
    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 1,932 shares
    Change vs previous 13F +896 shares

    0.09% of the 13F portfolio, value $323,487.

    13F-HR 0001883134-25-000004 filed by Activest Wealth Management
    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 1,036 shares
    Change vs previous 13F +190 shares

    0.07% of the 13F portfolio, value $240,239.

    13F-HR 0001883134-25-000001 filed by Activest Wealth Management
    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 846 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $146,015.

    13F-HR 0001879757-24-000010 filed by Activest Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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