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Disclosery

Clark Wealth Partners: AVGO position timeline

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

Clark Wealth Partners held 3,630 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,630 shares
    Change vs previous 13F -60 shares

    0.77% of the 13F portfolio, value $1,371,187.

    13F-HR 0002107657-26-000007 filed by Clark Wealth Partners
    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 3,690 shares
    Change vs previous 13F +79 shares

    0.77% of the 13F portfolio, value $1,142,018.

    13F-HR 0002107657-26-000006 filed by Clark Wealth Partners
    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 3,611 shares
    Change vs previous 13F 0 shares

    0.76% of the 13F portfolio, value $1,249,633.

    13F-HR 0002107657-26-000005 filed by Clark Wealth Partners
    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 3,611 shares
    Change vs previous 13F -263 shares

    0.76% of the 13F portfolio, value $1,249,633.

    13F-HR 0002107657-26-000004 filed by Clark Wealth Partners
    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 3,874 shares
    Change vs previous 13F +66 shares

    0.72% of the 13F portfolio, value $1,067,855.

    13F-HR 0002107657-26-000003 filed by Clark Wealth Partners
    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 3,808 shares
    Change vs previous 13F +898 shares

    0.47% of the 13F portfolio, value $637,572.

    13F-HR 0002107657-26-000002 filed by Clark Wealth Partners
    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 2,910 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $674,650.

    13F-HR 0002107657-26-000001 filed by Clark Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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