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Bullock Wealth Management Group: AVGO position timeline

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

Bullock Wealth Management Group held 6,809 AVGO shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 6,809 shares
    Change vs previous 13F -5 shares

    0.97% of the 13F portfolio, value $2,339,977.

    13F-HR 0002067581-26-000013 filed by Bullock Wealth Management Group
    Accepted , ingested

  2. period ended2026-06-30
    13F 6,814 shares
    Change vs previous 13F -351 shares

    1.09% of the 13F portfolio, value $2,516,551.

    13F-HR 0002067581-26-000001 filed by Bullock Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).

  3. period ended2026-03-31
    13F 7,165 shares
    Change vs previous 13F -369 shares

    1.13% of the 13F portfolio, value $2,246,242.

    13F-HR 0002067581-26-000004 filed by Bullock Wealth Management Group
    Accepted , ingested

  4. period ended2025-12-31
    13F 7,534 shares
    Change vs previous 13F -588 shares

    1.28% of the 13F portfolio, value $2,607,470.

    13F-HR 0002067581-26-000005 filed by Bullock Wealth Management Group
    Accepted , ingested

  5. period ended2025-09-30
    13F 8,122 shares
    Change vs previous 13F +212 shares

    1.35% of the 13F portfolio, value $2,707,863.

    13F-HR 0002067581-26-000006 filed by Bullock Wealth Management Group
    Accepted , ingested

  6. period ended2025-06-30
    13F 7,910 shares
    Change vs previous 13F +24 shares

    1.11% of the 13F portfolio, value $2,094,226.

    13F-HR 0002067581-26-000007 filed by Bullock Wealth Management Group
    Accepted , ingested

  7. period ended2025-03-31
    13F 7,886 shares
    Change vs previous 13F -1,340 shares

    0.74% of the 13F portfolio, value $1,328,882.

    13F-HR 0002067581-26-000008 filed by Bullock Wealth Management Group
    Accepted , ingested

  8. period ended2024-12-31
    13F 9,226 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $2,139,041.

    13F-HR 0002067581-26-000009 filed by Bullock Wealth Management Group
    Accepted , ingested