Skip to content
Disclosery

Copperwynd Financial, LLC: AVGO position timeline

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

Copperwynd Financial, LLC held 21,558 AVGO shares at 2025-06-30 per its 13F-HR filed 2025-07-24.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 21,558 shares
    Change vs previous 13F +680 shares

    1.48% of the 13F portfolio, value $5,942,382.

    13F-HR 0001687832-25-000003 filed by Copperwynd Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 20,878 shares
    Change vs previous 13F +2,527 shares

    0.96% of the 13F portfolio, value $3,495,623.

    13F-HR 0001687832-25-000002 filed by Copperwynd Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 18,351 shares
    Change vs previous 13F +995 shares

    1.17% of the 13F portfolio, value $4,254,580.

    13F-HR 0001687832-25-000001 filed by Copperwynd Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 17,356 shares
    Change vs previous 13F +3,170 shares

    0.9% of the 13F portfolio, value $2,993,881.

    13F-HR 0001687832-24-000005 filed by Copperwynd Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 14,186 shares
    Change vs previous 13F +12,837 shares

    0.74% of the 13F portfolio, value $2,279,378.

    13F-HR 0001687832-24-000003 filed by Copperwynd Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 1,349 shares
    Change vs previous 13F +153 shares

    0.64% of the 13F portfolio, value $1,787,978.

    13F-HR 0001687832-24-000002 filed by Copperwynd Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 1,196 shares
    Change vs previous 13F +1,196 shares

    0.53% of the 13F portfolio, value $1,335,035.

    13F-HR 0001687832-24-000001 filed by Copperwynd Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 0 shares
    Change vs previous 13F not available

    13F-HR 0001687832-23-000003 filed by Copperwynd Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.