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Disclosery

Cogent Private Wealth, Inc.: AVGO position timeline

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

Cogent Private Wealth, Inc. held 2,093 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,093 shares
    Change vs previous 13F +60 shares

    0.49% of the 13F portfolio, value $790,572.

    13F-HR 0002078392-26-000004 filed by Cogent Private Wealth, Inc.
    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 2,033 shares
    Change vs previous 13F -1,912 shares

    0.45% of the 13F portfolio, value $629,234.

    13F-HR 0002078392-26-000003 filed by Cogent Private Wealth, Inc.
    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 3,945 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $1,365,365.

    13F-HR 0002078392-26-000002 filed by Cogent Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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