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Disclosery

Balboa Wealth Partners: AVGO position timeline

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

Balboa Wealth Partners held 23,448 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,448 shares
    Change vs previous 13F +3,440 shares

    1.21% of the 13F portfolio, value $8,857,563.

    13F-HR 0001951757-26-001195 filed by Balboa Wealth Partners
    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 20,008 shares
    Change vs previous 13F -188 shares

    1.04% of the 13F portfolio, value $6,192,694.

    13F-HR 0001951757-26-000626 filed by Balboa Wealth Partners
    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 20,196 shares
    Change vs previous 13F +605 shares

    1.16% of the 13F portfolio, value $6,989,791.

    13F-HR 0001951757-26-000198 filed by Balboa Wealth Partners
    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 19,591 shares
    Change vs previous 13F -872 shares

    1.12% of the 13F portfolio, value $6,463,189.

    13F-HR 0001951757-25-001279 filed by Balboa Wealth Partners
    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 20,463 shares
    Change vs previous 13F +6,083 shares

    1.13% of the 13F portfolio, value $5,640,735.

    13F-HR 0001951757-25-000993 filed by Balboa Wealth Partners
    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 14,380 shares
    Change vs previous 13F +3,117 shares

    0.58% of the 13F portfolio, value $2,407,648.

    13F-HR 0001951757-25-000427 filed by Balboa Wealth Partners
    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 11,263 shares
    Change vs previous 13F -1,640 shares

    0.6% of the 13F portfolio, value $2,611,218.

    13F-HR 0001951757-25-000212 filed by Balboa Wealth Partners
    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 12,903 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $2,225,769.

    13F-HR 0001951757-24-001171 filed by Balboa Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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