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Disclosery

Challenger Wealth Management: AVGO position timeline

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

Challenger Wealth Management held 7,118 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,118 shares
    Change vs previous 13F +13 shares

    1.98% of the 13F portfolio, value $2,688,904.

    13F-HR 0002057602-26-000003 filed by Challenger 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 7,105 shares
    Change vs previous 13F +56 shares

    1.76% of the 13F portfolio, value $2,199,026.

    13F-HR 0002057602-26-000002 filed by Challenger 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 7,049 shares
    Change vs previous 13F +551 shares

    1.86% of the 13F portfolio, value $2,439,754.

    13F-HR 0002057602-26-000001 filed by Challenger 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 6,498 shares
    Change vs previous 13F -1,772 shares

    1.68% of the 13F portfolio, value $2,143,760.

    13F-HR 0002057602-25-000006 filed by Challenger 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 8,270 shares
    Change vs previous 13F +4,766 shares

    1.58% of the 13F portfolio, value $2,279,589.

    13F-HR 0002057602-25-000004 filed by Challenger 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 3,504 shares
    Change vs previous 13F +45 shares

    0.46% of the 13F portfolio, value $586,601.

    13F-HR 0002057602-25-000003 filed by Challenger 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 3,459 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $801,861.

    13F-HR 0002057602-25-000001 filed by Challenger Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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