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Connecticut Wealth Management, LLC: AVGO position timeline

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

Connecticut Wealth Management, LLC held 20,391 AVGO shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 20,391 shares
    Change vs previous 13F -343 shares

    0.26% of the 13F portfolio, value $7,161,041.

    13F-HR 0001689829-26-000004 filed by Connecticut Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 20,734 shares
    Change vs previous 13F -375 shares

    0.29% of the 13F portfolio, value $7,832,222.

    13F-HR 0001689829-26-000003 filed by Connecticut 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 ended2026-03-31
    13F 21,109 shares
    Change vs previous 13F +951 shares

    0.27% of the 13F portfolio, value $6,533,447.

    13F-HR 0001214659-26-005373 filed by Connecticut 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 ended2025-12-31
    13F 20,158 shares
    Change vs previous 13F -5,330 shares

    0.3% of the 13F portfolio, value $6,976,684.

    13F-HR 0001214659-26-001526 filed by Connecticut 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 ended2025-09-30
    13F 25,488 shares
    Change vs previous 13F -354 shares

    0.37% of the 13F portfolio, value $8,408,746.

    13F-HR 0001214659-25-016356 filed by Connecticut 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 ended2025-06-30
    13F 25,842 shares
    Change vs previous 13F -218 shares

    0.34% of the 13F portfolio, value $7,123,437.

    13F-HR 0001214659-25-012283 filed by Connecticut 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 ended2025-03-31
    13F 26,060 shares
    Change vs previous 13F -337 shares

    0.23% of the 13F portfolio, value $4,363,252.

    13F-HR 0001689829-25-000002 filed by Connecticut 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 ended2024-12-31
    13F 26,397 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $6,119,784.

    13F-HR 0001689829-25-000001 filed by Connecticut Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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