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ARS Wealth Advisors Group, LLC: AVGO position timeline

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

ARS Wealth Advisors Group, LLC held 137,281 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 137,281 shares
    Change vs previous 13F -5,690 shares

    4.06% of the 13F portfolio, value $51,857,725.

    13F-HR 0001725547-26-000230 filed by ARS Wealth Advisors 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 142,971 shares
    Change vs previous 13F -2,909 shares

    3.74% of the 13F portfolio, value $44,251,042.

    13F-HR 0001725547-26-000129 filed by ARS Wealth Advisors 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 145,880 shares
    Change vs previous 13F -9,484 shares

    4.55% of the 13F portfolio, value $50,489,079.

    13F-HR 0001725547-26-000015 filed by ARS Wealth Advisors 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 155,364 shares
    Change vs previous 13F -6,171 shares

    5.06% of the 13F portfolio, value $51,255,983.

    13F-HR 0001725547-25-004089 filed by ARS Wealth Advisors 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 161,535 shares
    Change vs previous 13F -3,663 shares

    5.14% of the 13F portfolio, value $44,527,179.

    13F-HR 0001725547-25-003391 filed by ARS Wealth Advisors 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 165,198 shares
    Change vs previous 13F -6,452 shares

    3.91% of the 13F portfolio, value $27,659,109.

    13F-HR 0001725547-25-001408 filed by ARS Wealth Advisors 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 171,650 shares
    Change vs previous 13F -6,517 shares

    5.47% of the 13F portfolio, value $39,795,249.

    13F-HR 0001725547-25-000084 filed by ARS Wealth Advisors 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 178,167 shares
    Change vs previous 13F not available

    3.78% of the 13F portfolio, value $30,733,886.

    13F-HR 0001725547-24-005910 filed by ARS Wealth Advisors Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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