BCS Private Wealth Management, Inc.: AVGO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BCS Private Wealth Management, Inc. on AVGO, newest first. How the timeline and the estimate are built.
BCS Private Wealth Management, Inc. held 856 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-31.
the latest 13F is the newest step
- period ended2026-06-3013F 856 sharesChange vs previous 13F +144 shares
0.1% of the 13F portfolio, value $323,354.
13F-HR 0002044001-26-000003 filed by BCS Private Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 712 sharesChange vs previous 13F -354 shares
0.07% of the 13F portfolio, value $220,371.
13F-HR 0002044001-26-000002 filed by BCS Private Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,066 sharesChange vs previous 13F -73 shares
0.13% of the 13F portfolio, value $368,943.
13F-HR 0002044001-26-000001 filed by BCS Private Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,139 sharesChange vs previous 13F +125 shares
0.13% of the 13F portfolio, value $375,767.
13F-HR 0002044001-25-000003 filed by BCS Private Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,014 sharesChange vs previous 13F not available
0.11% of the 13F portfolio, value $280,000.
13F-HR 0002044001-25-000002 filed by BCS Private Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).