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Disclosery

BWM Planning, LLC: AVGO position timeline

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

BWM Planning, LLC held 4,017 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,017 shares
    Change vs previous 13F +87 shares

    0.35% of the 13F portfolio, value $1,517,384.

    13F-HR 0001754960-26-000620 filed by BWM Planning, 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 3,930 shares
    Change vs previous 13F -38 shares

    0.32% of the 13F portfolio, value $1,216,343.

    13F-HR 0001754960-26-000306 filed by BWM Planning, 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 3,968 shares
    Change vs previous 13F +96 shares

    0.37% of the 13F portfolio, value $1,373,338.

    13F-HR 0001754960-26-000044 filed by BWM Planning, 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 3,872 shares
    Change vs previous 13F +113 shares

    0.38% of the 13F portfolio, value $1,277,425.

    13F-HR 0001754960-25-000742 filed by BWM Planning, 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 3,759 shares
    Change vs previous 13F +128 shares

    0.36% of the 13F portfolio, value $1,036,179.

    13F-HR 0001754960-25-000568 filed by BWM Planning, 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 3,631 shares
    Change vs previous 13F +18 shares

    0.26% of the 13F portfolio, value $607,945.

    13F-HR 0001085146-25-003157 filed by BWM Planning, 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 3,613 shares
    Change vs previous 13F 0 shares

    0.36% of the 13F portfolio, value $837,647.

    13F-HR 0001085146-25-000408 filed by BWM Planning, 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 3,613 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $623,249.

    13F-HR 0001085146-24-004738 filed by BWM Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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