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Avitas Wealth Management LLC: AVGO position timeline

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

Avitas Wealth Management LLC held 60,267 AVGO shares at 2024-12-31 per its 13F-HR filed 2025-01-27.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 60,267 shares
    Change vs previous 13F -1,010 shares

    1.93% of the 13F portfolio, value $13,972,301.

    13F-HR 0001734565-25-000001 filed by Avitas 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 ended2024-09-30
    13F 61,277 shares
    Change vs previous 13F +55,385 shares

    1.49% of the 13F portfolio, value $10,570,283.

    13F-HR 0001734565-24-000007 filed by Avitas 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 ended2024-06-30
    13F 5,892 shares
    Change vs previous 13F -70 shares

    1.39% of the 13F portfolio, value $9,459,783.

    13F-HR 0001734565-24-000004 filed by Avitas 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 ended2024-03-31
    13F 5,962 shares
    Change vs previous 13F -58 shares

    1.2% of the 13F portfolio, value $7,902,094.

    13F-HR 0001734565-24-000003 filed by Avitas 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 ended2023-12-31
    13F 6,020 shares
    Change vs previous 13F +62 shares

    1.12% of the 13F portfolio, value $6,719,825.

    13F-HR 0001734565-24-000001 filed by Avitas 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 ended2023-09-30
    13F 5,958 shares
    Change vs previous 13F -125 shares

    0.94% of the 13F portfolio, value $4,948,596.

    13F-HR 0001734565-23-000005 filed by Avitas 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 ended2023-06-30
    13F 6,083 shares
    Change vs previous 13F -22 shares

    0.95% of the 13F portfolio, value $5,276,577.

    13F-HR 0001734565-23-000004 filed by Avitas 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 ended2023-03-31
    13F 6,105 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $3,916,602.

    13F-HR 0001734565-23-000003 filed by Avitas Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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