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Disclosery

Core Wealth Partners LLC: AVGO position timeline

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

Core Wealth Partners LLC held 8,682 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,682 shares
    Change vs previous 13F -1,697 shares

    1.4% of the 13F portfolio, value $3,279,729.

    13F-HR 0001965078-26-000003 filed by Core Wealth Partners 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 10,379 shares
    Change vs previous 13F -171 shares

    1.49% of the 13F portfolio, value $3,212,342.

    13F-HR 0001965078-26-000002 filed by Core Wealth Partners 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 10,550 shares
    Change vs previous 13F +27 shares

    1.64% of the 13F portfolio, value $3,651,343.

    13F-HR 0001965078-26-000001 filed by Core Wealth Partners 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 10,523 shares
    Change vs previous 13F +8 shares

    1.59% of the 13F portfolio, value $3,471,785.

    13F-HR 0001965078-25-000002 filed by Core Wealth Partners 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 10,515 shares
    Change vs previous 13F +1,288 shares

    1.47% of the 13F portfolio, value $2,898,445.

    13F-HR 0001085146-25-004770 filed by Core Wealth Partners 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 9,227 shares
    Change vs previous 13F +484 shares

    0.9% of the 13F portfolio, value $1,544,908.

    13F-HR 0001085146-25-002995 filed by Core Wealth Partners 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 8,743 shares
    Change vs previous 13F +573 shares

    1.16% of the 13F portfolio, value $2,027,027.

    13F-HR 0001085146-25-001010 filed by Core Wealth Partners 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 8,170 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $1,409,309.

    13F-HR 0001085146-24-005356 filed by Core Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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