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Disclosery

Bogart Wealth, LLC: AVGO position timeline

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

Bogart Wealth, LLC held 71,715 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 71,715 shares
    Change vs previous 13F +1,033 shares

    0.93% of the 13F portfolio, value $27,090,472.

    13F-HR 0001715740-26-000004 filed by Bogart Wealth, 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 70,682 shares
    Change vs previous 13F +36,465 shares

    0.84% of the 13F portfolio, value $21,876,940.

    13F-HR 0001715740-26-000003 filed by Bogart Wealth, 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 34,217 shares
    Change vs previous 13F +5,275 shares

    0.48% of the 13F portfolio, value $11,842,358.

    13F-HR 0001715740-26-000002 filed by Bogart Wealth, 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 28,942 shares
    Change vs previous 13F -8,134 shares

    0.39% of the 13F portfolio, value $9,548,394.

    13F-HR 0001715740-25-000009 filed by Bogart Wealth, 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 37,076 shares
    Change vs previous 13F -39,490 shares

    0.44% of the 13F portfolio, value $10,220,119.

    13F-HR 0001715740-25-000008 filed by Bogart Wealth, 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 76,566 shares
    Change vs previous 13F +32,986 shares

    0.61% of the 13F portfolio, value $12,819,406.

    13F-HR 0001715740-25-000005 filed by Bogart Wealth, 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 43,580 shares
    Change vs previous 13F -48,142 shares

    0.48% of the 13F portfolio, value $10,103,674.

    13F-HR 0001715740-25-000003 filed by Bogart Wealth, 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 91,722 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $15,822,049.

    13F-HR 0001715740-24-000008 filed by Bogart Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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