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Disclosery

Altus Wealth Group LLC: AVGO position timeline

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

Altus Wealth Group LLC held 12,759 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,759 shares
    Change vs previous 13F -15 shares

    1.74% of the 13F portfolio, value $4,819,712.

    13F-HR 0001842572-26-000004 filed by Altus Wealth Group 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 12,774 shares
    Change vs previous 13F -576 shares

    1.62% of the 13F portfolio, value $3,953,681.

    13F-HR 0001842572-26-000003 filed by Altus Wealth Group 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 13,350 shares
    Change vs previous 13F -1,181 shares

    1.85% of the 13F portfolio, value $4,620,435.

    13F-HR 0001842572-26-000001 filed by Altus Wealth Group 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 14,531 shares
    Change vs previous 13F -20 shares

    1.97% of the 13F portfolio, value $4,793,922.

    13F-HR 0001842572-25-000013 filed by Altus Wealth Group 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 14,551 shares
    Change vs previous 13F -1,271 shares

    1.77% of the 13F portfolio, value $4,011,107.

    13F-HR 0001842572-25-000008 filed by Altus Wealth Group 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 15,822 shares
    Change vs previous 13F +599 shares

    1.24% of the 13F portfolio, value $2,649,152.

    13F-HR 0001842572-25-000006 filed by Altus Wealth Group 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 15,223 shares
    Change vs previous 13F +27 shares

    1.56% of the 13F portfolio, value $3,529,372.

    13F-HR 0001842572-25-000002 filed by Altus Wealth Group 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 15,196 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $2,621,347.

    13F-HR 0001842572-24-000010 filed by Altus Wealth Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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