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Aspen Wealth Strategies, LLC: AVGO position timeline

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

Aspen Wealth Strategies, LLC held 21,938 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,938 shares
    Change vs previous 13F -723 shares

    4.01% of the 13F portfolio, value $8,287,091.

    13F-HR 0001951757-26-001137 filed by Aspen Wealth Strategies, 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 22,661 shares
    Change vs previous 13F -589 shares

    3.77% of the 13F portfolio, value $7,013,854.

    13F-HR 0001951757-26-000805 filed by Aspen Wealth Strategies, 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 23,250 shares
    Change vs previous 13F -60 shares

    4.4% of the 13F portfolio, value $8,046,823.

    13F-HR 0001951757-26-000325 filed by Aspen Wealth Strategies, 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 23,310 shares
    Change vs previous 13F -363 shares

    4.31% of the 13F portfolio, value $7,690,132.

    13F-HR 0001951757-25-001370 filed by Aspen Wealth Strategies, 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 23,673 shares
    Change vs previous 13F +15,055 shares

    3.93% of the 13F portfolio, value $6,525,393.

    13F-HR 0001951757-25-001043 filed by Aspen Wealth Strategies, 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 8,618 shares
    Change vs previous 13F -693 shares

    0.95% of the 13F portfolio, value $1,442,912.

    13F-HR 0001951757-25-000485 filed by Aspen Wealth Strategies, 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 9,311 shares
    Change vs previous 13F -177 shares

    1.38% of the 13F portfolio, value $2,158,662.

    13F-HR 0001951757-25-000223 filed by Aspen Wealth Strategies, 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 9,488 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $1,636,680.

    13F-HR 0001951757-24-001130 filed by Aspen Wealth Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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