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Avior Wealth Management, LLC: AVGO position timeline

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

Avior Wealth Management, LLC held 34,603 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,603 shares
    Change vs previous 13F -3,421 shares

    0.34% of the 13F portfolio, value $13,071,334.

    13F-HR 0001754960-26-000402 filed by Avior Wealth Management, 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 38,024 shares
    Change vs previous 13F +1,925 shares

    0.33% of the 13F portfolio, value $11,768,686.

    13F-HR 0001754960-26-000212 filed by Avior Wealth Management, 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 36,099 shares
    Change vs previous 13F +1,619 shares

    0.39% of the 13F portfolio, value $12,493,952.

    13F-HR 0001754960-26-000005 filed by Avior Wealth Management, 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 34,480 shares
    Change vs previous 13F +6,354 shares

    0.37% of the 13F portfolio, value $11,375,381.

    13F-HR 0001754960-25-000798 filed by Avior Wealth Management, 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 28,126 shares
    Change vs previous 13F +3,641 shares

    0.27% of the 13F portfolio, value $7,752,898.

    13F-HR 0001754960-25-000419 filed by Avior Wealth Management, 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 24,485 shares
    Change vs previous 13F -675 shares

    0.16% of the 13F portfolio, value $4,099,538.

    13F-HR 0001754960-25-000218 filed by Avior Wealth Management, 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 25,160 shares
    Change vs previous 13F -959 shares

    0.21% of the 13F portfolio, value $5,833,298.

    13F-HR 0001599868-25-000001 filed by Avior Wealth Management, 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 26,119 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $4,505,683.

    13F-HR 0001599868-24-000011 filed by Avior Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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