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BlackDiamond Wealth Management, LLC: AVGO position timeline

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

BlackDiamond Wealth Management, LLC held 9,045 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,045 shares
    Change vs previous 13F +1,901 shares

    1.54% of the 13F portfolio, value $3,820,618.

    13F-HR 0001951757-26-001215 filed by BlackDiamond 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 7,144 shares
    Change vs previous 13F -210 shares

    1.07% of the 13F portfolio, value $2,211,147.

    13F-HR 0001951757-26-000832 filed by BlackDiamond 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 7,354 shares
    Change vs previous 13F +839 shares

    1.23% of the 13F portfolio, value $2,529,343.

    13F-HR 0001951757-26-000411 filed by BlackDiamond 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 6,515 shares
    Change vs previous 13F -6 shares

    1.17% of the 13F portfolio, value $2,149,372.

    13F-HR 0001951757-25-001382 filed by BlackDiamond 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 6,521 shares
    Change vs previous 13F +64 shares

    1% of the 13F portfolio, value $1,726,376.

    13F-HR 0001951757-25-001084 filed by BlackDiamond 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 6,457 shares
    Change vs previous 13F +1,178 shares

    0.91% of the 13F portfolio, value $1,344,353.

    13F-HR 0001951757-25-000546 filed by BlackDiamond 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 5,279 shares
    Change vs previous 13F -235 shares

    0.71% of the 13F portfolio, value $1,223,889.

    13F-HR 0001951757-25-000225 filed by BlackDiamond 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 5,514 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $971,681.

    13F-HR 0001951757-24-001203 filed by BlackDiamond Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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