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Disclosery

AMJ Financial Wealth Management: AVGO position timeline

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

AMJ Financial Wealth Management held 35,587 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,587 shares
    Change vs previous 13F 0 shares

    2.61% of the 13F portfolio, value $11,014,532.

    13F-HR 0001986152-26-000119 filed by AMJ Financial 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 35,587 shares
    Change vs previous 13F -34 shares

    2.61% of the 13F portfolio, value $11,014,532.

    13F-HR 0001986152-26-000068 filed by AMJ Financial 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 35,621 shares
    Change vs previous 13F -2,311 shares

    2.96% of the 13F portfolio, value $12,328,428.

    13F-HR 0001986152-26-000013 filed by AMJ Financial 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 37,932 shares
    Change vs previous 13F -409 shares

    3.03% of the 13F portfolio, value $12,514,146.

    13F-HR 0001801585-25-000008 filed by AMJ Financial 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 38,341 shares
    Change vs previous 13F -10,895 shares

    2.68% of the 13F portfolio, value $10,568,697.

    13F-HR 0001986152-25-000061 filed by AMJ Financial 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 49,236 shares
    Change vs previous 13F -6,620 shares

    2.47% of the 13F portfolio, value $8,243,583.

    13F-HR 0001801585-25-000004 filed by AMJ Financial 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 55,856 shares
    Change vs previous 13F -2,971 shares

    3.6% of the 13F portfolio, value $12,949,655.

    13F-HR 0001801585-25-000002 filed by AMJ Financial 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 58,827 shares
    Change vs previous 13F not available

    2.92% of the 13F portfolio, value $10,147,658.

    13F-HR 0001801585-24-000011 filed by AMJ Financial Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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