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AVISO WEALTH MANAGEMENT: AVGO position timeline

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

AVISO WEALTH MANAGEMENT held 11,760 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,760 shares
    Change vs previous 13F -322 shares

    1.51% of the 13F portfolio, value $4,442,400.

    13F-HR 0002011802-26-000003 filed by AVISO WEALTH MANAGEMENT
    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 12,082 shares
    Change vs previous 13F +151 shares

    1.69% of the 13F portfolio, value $3,739,799.

    13F-HR 0002011802-26-000002 filed by AVISO WEALTH MANAGEMENT
    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 11,931 shares
    Change vs previous 13F -179 shares

    1.74% of the 13F portfolio, value $4,129,461.

    13F-HR 0002011802-26-000001 filed by AVISO WEALTH MANAGEMENT
    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 12,110 shares
    Change vs previous 13F -808 shares

    1.74% of the 13F portfolio, value $3,995,300.

    13F-HR 0002011802-25-000007 filed by AVISO WEALTH MANAGEMENT
    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 12,918 shares
    Change vs previous 13F +299 shares

    1.66% of the 13F portfolio, value $3,560,885.

    13F-HR 0002011802-25-000003 filed by AVISO WEALTH MANAGEMENT
    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 12,619 shares
    Change vs previous 13F -87 shares

    1.12% of the 13F portfolio, value $2,112,769.

    13F-HR 0002011802-25-000002 filed by AVISO WEALTH MANAGEMENT
    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 12,706 shares
    Change vs previous 13F +73 shares

    1.5% of the 13F portfolio, value $2,945,692.

    13F-HR 0002011802-25-000001 filed by AVISO WEALTH MANAGEMENT
    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 12,633 shares
    Change vs previous 13F not available

    1.18% of the 13F portfolio, value $2,179,146.

    13F-HR 0002011802-24-000004 filed by AVISO WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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