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Arkadios Wealth Advisors: AVGO position timeline

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

Arkadios Wealth Advisors held 141,370 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 141,370 shares
    Change vs previous 13F -3,518 shares

    0.82% of the 13F portfolio, value $53,402,461.

    13F-HR 0001800798-26-000004 filed by Arkadios Wealth Advisors
    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 144,888 shares
    Change vs previous 13F +6,822 shares

    0.74% of the 13F portfolio, value $44,844,374.

    13F-HR 0001800798-26-000002 filed by Arkadios Wealth Advisors
    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 138,066 shares
    Change vs previous 13F +15,262 shares

    0.95% of the 13F portfolio, value $47,784,580.

    13F-HR 0001800798-26-000001 filed by Arkadios Wealth Advisors
    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 122,804 shares
    Change vs previous 13F +14,832 shares

    0.99% of the 13F portfolio, value $40,514,286.

    13F-HR 0001800798-25-000006 filed by Arkadios Wealth Advisors
    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 107,972 shares
    Change vs previous 13F -6,433 shares

    0.89% of the 13F portfolio, value $29,762,440.

    13F-HR 0001800798-25-000004 filed by Arkadios Wealth Advisors
    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 114,405 shares
    Change vs previous 13F +60,508 shares

    0.73% of the 13F portfolio, value $19,154,761.

    13F-HR 0001800798-25-000002 filed by Arkadios Wealth Advisors
    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 53,897 shares
    Change vs previous 13F -3,795 shares

    0.68% of the 13F portfolio, value $12,495,390.

    13F-HR 0001800798-25-000001 filed by Arkadios Wealth Advisors
    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 57,692 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $9,951,929.

    13F-HR 0001800798-24-000006 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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