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Disclosery

BXM Wealth LLC: AVGO position timeline

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

BXM Wealth LLC held 18,708 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,708 shares
    Change vs previous 13F +3,831 shares

    3.84% of the 13F portfolio, value $7,066,802.

    13F-HR 0002085853-26-000858 filed by BXM 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 14,877 shares
    Change vs previous 13F -129,412 shares

    3.54% of the 13F portfolio, value $4,604,462.

    13F-HR 0002085853-26-000469 filed by BXM 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 144,289 shares
    Change vs previous 13F +126,288 shares

    3.87% of the 13F portfolio, value $5,019,297.

    13F-HR 0002085853-26-000054 filed by BXM 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 18,001 shares
    Change vs previous 13F +3,605 shares

    5.63% of the 13F portfolio, value $5,938,768.

    13F-HR 0002085853-25-000177 filed by BXM 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 14,396 shares
    Change vs previous 13F -1,017 shares

    4.72% of the 13F portfolio, value $3,968,257.

    13F-HR 0001667731-25-001000 filed by BXM 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 15,413 shares
    Change vs previous 13F +551 shares

    3.11% of the 13F portfolio, value $2,590,539.

    13F-HR 0001667731-25-000555 filed by BXM 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 14,862 shares
    Change vs previous 13F not available

    4.82% of the 13F portfolio, value $3,445,606.

    13F-HR 0001667731-25-000177 filed by BXM Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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