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Disclosery

Cordatus Wealth Management LLC: AVGO position timeline

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

Cordatus Wealth Management LLC held 59,202 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 59,202 shares
    Change vs previous 13F -657 shares

    4.91% of the 13F portfolio, value $22,363,395.

    13F-HR 0001715862-26-000004 filed by Cordatus 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 59,859 shares
    Change vs previous 13F -534 shares

    4.41% of the 13F portfolio, value $18,526,715.

    13F-HR 0001715862-26-000003 filed by Cordatus 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 60,393 shares
    Change vs previous 13F -854 shares

    4.83% of the 13F portfolio, value $20,901,877.

    13F-HR 0001715862-26-000001 filed by Cordatus 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 61,247 shares
    Change vs previous 13F -1,183 shares

    4.76% of the 13F portfolio, value $20,205,762.

    13F-HR 0001715862-25-000007 filed by Cordatus 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 62,430 shares
    Change vs previous 13F -81 shares

    4.23% of the 13F portfolio, value $17,209,000.

    13F-HR 0001715862-25-000005 filed by Cordatus 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 62,511 shares
    Change vs previous 13F +770 shares

    2.87% of the 13F portfolio, value $10,466,000.

    13F-HR 0001715862-25-000004 filed by Cordatus 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 61,741 shares
    Change vs previous 13F +1,081 shares

    3.78% of the 13F portfolio, value $14,314,000.

    13F-HR 0001715862-25-000001 filed by Cordatus 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 60,660 shares
    Change vs previous 13F not available

    3.76% of the 13F portfolio, value $10,464,000.

    13F-HR 0001715862-24-000008 filed by Cordatus Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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