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Circle Wealth Management, LLC: AVGO position timeline

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

Circle Wealth Management, LLC held 21,123 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,123 shares
    Change vs previous 13F +437 shares

    0.1% of the 13F portfolio, value $7,979,213.

    13F-HR 0001578242-26-000003 filed by Circle Wealth Management, 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 20,686 shares
    Change vs previous 13F +3,642 shares

    0.09% of the 13F portfolio, value $6,402,524.

    13F-HR 0001578242-26-000002 filed by Circle 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 ended2025-12-31
    13F 17,044 shares
    Change vs previous 13F -389 shares

    0.09% of the 13F portfolio, value $5,898,928.

    13F-HR 0001578242-26-000001 filed by Circle 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 ended2025-09-30
    13F 17,433 shares
    Change vs previous 13F +1,704 shares

    0.11% of the 13F portfolio, value $5,751,321.

    13F-HR 0001578242-25-000007 filed by Circle 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 ended2025-06-30
    13F 15,729 shares
    Change vs previous 13F -50 shares

    0.1% of the 13F portfolio, value $4,335,699.

    13F-HR 0001578242-25-000003 filed by Circle 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 ended2025-03-31
    13F 15,779 shares
    Change vs previous 13F -3,631 shares

    0.06% of the 13F portfolio, value $2,641,878.

    13F-HR 0001578242-25-000002 filed by Circle 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 ended2024-12-31
    13F 19,410 shares
    Change vs previous 13F +4,587 shares

    0.1% of the 13F portfolio, value $4,500,014.

    13F-HR 0001578242-25-000001 filed by Circle 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 ended2024-09-30
    13F 14,823 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,556,968.

    13F-HR 0001578242-24-000005 filed by Circle Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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