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Curated Wealth Partners LLC: AVGO position timeline

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

Curated Wealth Partners LLC held 9,256 AVGO shares at 2026-06-30 per its 13F-HR/A filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 9,256 shares
    Change vs previous 13F -577 shares

    0.41% of the 13F portfolio, value $3,496,457.

    13F-HR/A 0001085146-26-000609 filed by Curated 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 9,833 shares
    Change vs previous 13F -1,011 shares

    0.38% of the 13F portfolio, value $3,043,414.

    13F-HR 0001085146-26-000338 filed by Curated 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 10,844 shares
    Change vs previous 13F +3,729 shares

    0.41% of the 13F portfolio, value $3,753,108.

    13F-HR 0001085146-26-000066 filed by Curated 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 7,115 shares
    Change vs previous 13F +1,777 shares

    0.28% of the 13F portfolio, value $2,347,309.

    13F-HR 0001085146-25-005881 filed by Curated 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 5,338 shares
    Change vs previous 13F +1,398 shares

    0.17% of the 13F portfolio, value $1,471,422.

    13F-HR 0001085146-25-004199 filed by Curated 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 3,940 shares
    Change vs previous 13F +1,766 shares

    0.09% of the 13F portfolio, value $659,673.

    13F-HR 0001085146-25-002091 filed by Curated 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 2,174 shares
    Change vs previous 13F -868 shares

    0.06% of the 13F portfolio, value $504,019.

    13F-HR 0001085146-25-000353 filed by Curated 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 3,042 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $524,746.

    13F-HR 0001085146-24-004640 filed by Curated Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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