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Capital Advisors Wealth Management, LLC: AVGO position timeline

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

Capital Advisors Wealth Management, LLC held 12,409 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 12,409 shares
    Change vs previous 13F +43 shares

    0.49% of the 13F portfolio, value $4,357,966.

    13F-HR 0001085146-26-000869 filed by Capital Advisors Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 12,366 shares
    Change vs previous 13F -754 shares

    0.55% of the 13F portfolio, value $4,671,235.

    13F-HR 0001824700-26-000004 filed by Capital Advisors 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 ended2026-03-31
    13F 13,120 shares
    Change vs previous 13F +180 shares

    0.55% of the 13F portfolio, value $4,060,696.

    13F-HR 0001824700-26-000002 filed by Capital Advisors 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 ended2025-12-31
    13F 12,940 shares
    Change vs previous 13F -536 shares

    0.61% of the 13F portfolio, value $4,478,362.

    13F-HR 0001824700-26-000001 filed by Capital Advisors 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 ended2025-09-30
    13F 13,476 shares
    Change vs previous 13F +310 shares

    0.63% of the 13F portfolio, value $4,446,012.

    13F-HR 0001824700-25-000004 filed by Capital Advisors 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 ended2025-06-30
    13F 13,166 shares
    Change vs previous 13F -660 shares

    0.57% of the 13F portfolio, value $3,629,139.

    13F-HR 0001085146-25-005039 filed by Capital Advisors 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 ended2025-03-31
    13F 13,826 shares
    Change vs previous 13F -3,067 shares

    0.41% of the 13F portfolio, value $2,314,814.

    13F-HR 0001085146-25-002324 filed by Capital Advisors 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 ended2024-12-31
    13F 16,893 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $3,916,517.

    13F-HR 0001085146-25-000205 filed by Capital Advisors Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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