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Disclosery

CRUX WEALTH ADVISORS: AVGO position timeline

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

CRUX WEALTH ADVISORS held 6,385 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,385 shares
    Change vs previous 13F +9 shares

    0.84% of the 13F portfolio, value $2,411,752.

    13F-HR 0002054270-26-000004 filed by CRUX WEALTH ADVISORS
    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 6,376 shares
    Change vs previous 13F -501 shares

    0.76% of the 13F portfolio, value $1,973,312.

    13F-HR 0002054270-26-000003 filed by CRUX WEALTH ADVISORS
    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 6,877 shares
    Change vs previous 13F -269 shares

    0.89% of the 13F portfolio, value $2,380,214.

    13F-HR 0002054270-26-000002 filed by CRUX WEALTH ADVISORS
    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 7,146 shares
    Change vs previous 13F +64 shares

    0.93% of the 13F portfolio, value $2,357,428.

    13F-HR 0002054270-25-000005 filed by CRUX WEALTH ADVISORS
    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 7,082 shares
    Change vs previous 13F -5,472 shares

    0.83% of the 13F portfolio, value $1,952,029.

    13F-HR 0002054270-25-000004 filed by CRUX WEALTH ADVISORS
    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 12,554 shares
    Change vs previous 13F -3,798 shares

    1.09% of the 13F portfolio, value $2,101,843.

    13F-HR 0002054270-25-000002 filed by CRUX WEALTH ADVISORS
    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 16,352 shares
    Change vs previous 13F not available

    2.11% of the 13F portfolio, value $3,791,026.

    13F-HR 0002054270-25-000001 filed by CRUX WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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