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Aletheian Wealth Advisors LLC: AVGO position timeline

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

Aletheian Wealth Advisors LLC held 5,608 AVGO shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,608 shares
    Change vs previous 13F +408 shares

    0.79% of the 13F portfolio, value $1,969,474.

    13F-HR 0002085853-26-001109 filed by Aletheian Wealth Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,200 shares
    Change vs previous 13F +510 shares

    0.84% of the 13F portfolio, value $1,964,300.

    13F-HR 0002085853-26-000663 filed by Aletheian 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 ended2026-03-31
    13F 4,690 shares
    Change vs previous 13F -495 shares

    0.71% of the 13F portfolio, value $1,451,602.

    13F-HR 0002085853-26-000305 filed by Aletheian 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 5,185 shares
    Change vs previous 13F -171 shares

    0.79% of the 13F portfolio, value $1,710,583.

    13F-HR 0002085853-25-000252 filed by Aletheian 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 5,356 shares
    Change vs previous 13F -82 shares

    0.73% of the 13F portfolio, value $1,476,381.

    13F-HR 0001667731-25-000729 filed by Aletheian 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 5,438 shares
    Change vs previous 13F +695 shares

    0.51% of the 13F portfolio, value $910,484.

    13F-HR 0001667731-25-000380 filed by Aletheian 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 4,743 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $1,099,617.

    13F-HR 0001667731-25-000272 filed by Aletheian Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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