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Centric Wealth Management: AVGO position timeline

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

Centric Wealth Management held 6,582 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,582 shares
    Change vs previous 13F 0 shares

    0.43% of the 13F portfolio, value $2,741,203.

    13F-HR 0001104659-26-091800 filed by Centric Wealth Management
    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 6,582 shares
    Change vs previous 13F +294 shares

    0.55% of the 13F portfolio, value $2,741,203.

    13F-HR 0001104659-26-059189 filed by Centric Wealth Management
    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 6,288 shares
    Change vs previous 13F 0 shares

    0.44% of the 13F portfolio, value $2,082,170.

    13F-HR 0001104659-26-010095 filed by Centric Wealth Management
    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 6,288 shares
    Change vs previous 13F +189 shares

    0.52% of the 13F portfolio, value $2,324,381.

    13F-HR 0001104659-25-106007 filed by Centric Wealth Management
    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 6,099 shares
    Change vs previous 13F -120 shares

    0.44% of the 13F portfolio, value $1,860,117.

    13F-HR 0001104659-25-076748 filed by Centric Wealth Management
    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 6,219 shares
    Change vs previous 13F +200 shares

    0.27% of the 13F portfolio, value $1,041,293.

    13F-HR 0001104659-25-049158 filed by Centric Wealth Management
    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 6,019 shares
    Change vs previous 13F 0 shares

    0.38% of the 13F portfolio, value $1,395,483.

    13F-HR 0001104659-25-012138 filed by Centric Wealth Management
    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 6,019 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,080,728.

    13F-HR 0001104659-24-118472 filed by Centric Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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