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BigSur Wealth Management LLC: AVGO position timeline

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

BigSur Wealth Management LLC held 9,156 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,156 shares
    Change vs previous 13F +959 shares

    0.83% of the 13F portfolio, value $3,458,679.

    13F-HR 0001398344-26-012137 filed by BigSur 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 8,197 shares
    Change vs previous 13F -1,200 shares

    0.71% of the 13F portfolio, value $2,537,053.

    13F-HR 0001398344-26-006828 filed by BigSur 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 9,397 shares
    Change vs previous 13F -900 shares

    0.79% of the 13F portfolio, value $3,252,302.

    13F-HR 0001398344-26-001298 filed by BigSur 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 10,297 shares
    Change vs previous 13F +2,278 shares

    0.83% of the 13F portfolio, value $3,397,083.

    13F-HR 0001398344-25-019122 filed by BigSur 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 8,019 shares
    Change vs previous 13F +914 shares

    0.56% of the 13F portfolio, value $2,210,437.

    13F-HR 0001398344-25-013158 filed by BigSur 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 7,105 shares
    Change vs previous 13F +2,393 shares

    0.32% of the 13F portfolio, value $1,189,590.

    13F-HR 0001398344-25-007207 filed by BigSur 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 4,712 shares
    Change vs previous 13F -2,085 shares

    0.31% of the 13F portfolio, value $1,092,430.

    13F-HR 0001398344-25-000735 filed by BigSur 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 6,797 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $1,172,483.

    13F-HR 0001398344-24-018923 filed by BigSur Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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