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Disclosery

CIC Wealth, LLC: AVGO position timeline

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

CIC Wealth, LLC held 14,413 AVGO shares at 2024-09-30 per its 13F-HR filed 2024-11-08.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 14,413 shares
    Change vs previous 13F +13,152 shares

    0.64% of the 13F portfolio, value $2,486,243.

    13F-HR 0001951757-24-001188 filed by CIC 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 ended2024-06-30
    13F 1,261 shares
    Change vs previous 13F -2 shares

    0.56% of the 13F portfolio, value $2,024,573.

    13F-HR 0001951757-24-000490 filed by CIC 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 ended2024-03-31
    13F 1,263 shares
    Change vs previous 13F -37 shares

    0.49% of the 13F portfolio, value $1,673,993.

    13F-HR 0001951757-24-000270 filed by CIC 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 ended2023-12-31
    13F 1,300 shares
    Change vs previous 13F -33 shares

    0.46% of the 13F portfolio, value $1,451,125.

    13F-HR 0001951757-24-000009 filed by CIC 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 ended2023-09-30
    13F 1,333 shares
    Change vs previous 13F +20 shares

    0.4% of the 13F portfolio, value $1,107,163.

    13F-HR 0001951757-23-000519 filed by CIC 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 ended2023-06-30
    13F 1,313 shares
    Change vs previous 13F -5 shares

    0.39% of the 13F portfolio, value $1,138,936.

    13F-HR 0001951757-23-000400 filed by CIC 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 ended2023-03-31
    13F 1,318 shares
    Change vs previous 13F -7 shares

    0.32% of the 13F portfolio, value $845,550.

    13F-HR 0001951757-23-000256 filed by CIC Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-12-31
    13F 1,325 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $740,847.

    13F-HR 0001965909-23-000001 filed by CIC Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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