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AE Wealth Management LLC: AVGO position timeline

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

AE Wealth Management LLC held 787,667 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 787,667 shares
    Change vs previous 13F +63,059 shares

    1.39% of the 13F portfolio, value $297,540,981.

    13F-HR 0001697723-26-000007 filed by AE 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 724,608 shares
    Change vs previous 13F +106,914 shares

    1.21% of the 13F portfolio, value $224,274,841.

    13F-HR 0001697723-26-000006 filed by AE 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 617,694 shares
    Change vs previous 13F +25,946 shares

    1.23% of the 13F portfolio, value $213,784,068.

    13F-HR 0001697723-26-000001 filed by AE 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 591,748 shares
    Change vs previous 13F +25,755 shares

    1.24% of the 13F portfolio, value $195,224,393.

    13F-HR 0001697723-25-000007 filed by AE 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 565,993 shares
    Change vs previous 13F +54,849 shares

    1.14% of the 13F portfolio, value $156,016,248.

    13F-HR 0001697723-25-000004 filed by AE 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 511,144 shares
    Change vs previous 13F +30,859 shares

    0.72% of the 13F portfolio, value $85,580,813.

    13F-HR 0001697723-25-000003 filed by AE 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 480,285 shares
    Change vs previous 13F +48,632 shares

    0.94% of the 13F portfolio, value $111,349,875.

    13F-HR 0001697723-25-000001 filed by AE 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 431,653 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $74,460,276.

    13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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