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Disclosery

Alteri Wealth LLC: AVGO position timeline

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

Alteri Wealth LLC held 40,195 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,195 shares
    Change vs previous 13F +218 shares

    4.19% of the 13F portfolio, value $15,183,701.

    13F-HR 0001765380-26-000232 filed by Alteri Wealth 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 39,977 shares
    Change vs previous 13F +812 shares

    4.01% of the 13F portfolio, value $12,373,432.

    13F-HR 0001765380-26-000172 filed by Alteri Wealth 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 39,165 shares
    Change vs previous 13F +612 shares

    4.39% of the 13F portfolio, value $13,555,171.

    13F-HR 0001765380-26-000101 filed by Alteri Wealth 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 38,553 shares
    Change vs previous 13F -414 shares

    4.37% of the 13F portfolio, value $12,719,099.

    13F-HR 0001765380-25-000456 filed by Alteri Wealth 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 38,967 shares
    Change vs previous 13F -1,544 shares

    4.17% of the 13F portfolio, value $10,741,369.

    13F-HR 0001765380-25-000322 filed by Alteri Wealth 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 40,511 shares
    Change vs previous 13F -1,060 shares

    2.98% of the 13F portfolio, value $6,782,680.

    13F-HR 0001765380-25-000184 filed by Alteri Wealth 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 41,571 shares
    Change vs previous 13F not available

    2.67% of the 13F portfolio, value $9,637,780.

    13F-HR 0001765380-25-000115 filed by Alteri Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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