Arista Wealth Management, LLC: AVGO position timeline

Arista Wealth Management, LLC held 27,897 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 27,897 shares

   Change vs previous 13F -994 shares

   1.14% of the 13F portfolio, value $10,538,092.

   13F-HR 0002085853-26-000664 filed by Arista Wealth Management, LLC
   Filed 2026-07-09 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 28,891 shares

   Change vs previous 13F +2,122 shares

   1.09% of the 13F portfolio, value $8,942,053.

   13F-HR 0002085853-26-000539 filed by Arista Wealth Management, LLC
   Filed 2026-04-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 26,769 shares

   Change vs previous 13F -1,397 shares

   1.14% of the 13F portfolio, value $9,264,751.

   13F-HR 0002085853-26-000231 filed by Arista Wealth Management, LLC
   Filed 2026-02-09 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 28,166 shares

   Change vs previous 13F +951 shares

   1.16% of the 13F portfolio, value $9,292,245.

   13F-HR 0002085853-25-000237 filed by Arista Wealth Management, LLC
   Filed 2025-11-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 27,215 shares

   Change vs previous 13F not available

   1.04% of the 13F portfolio, value $7,501,815.

   13F-HR 0001667731-25-001003 filed by Arista Wealth Management, LLC
   Filed 2025-07-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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