Skip to content
Disclosery

Dakota Wealth Management: AVGO position timeline

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

Dakota Wealth Management held 114,486 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 114,486 shares
    Change vs previous 13F -422 shares

    0.83% of the 13F portfolio, value $43,247,128.

    13F-HR 0001951757-26-001143 filed by Dakota Wealth Management
    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/A 114,908 shares
    Change vs previous 13F -32,453 shares

    0.77% of the 13F portfolio, value $35,565,099.

    13F-HR/A 0001951757-26-001603 filed by Dakota Wealth Management
    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/A 147,361 shares
    Change vs previous 13F +32,473 shares

    0.91% of the 13F portfolio, value $51,001,757.

    13F-HR/A 0001951757-26-001604 filed by Dakota Wealth Management
    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/A 114,888 shares
    Change vs previous 13F -19,189 shares

    0.76% of the 13F portfolio, value $37,902,864.

    13F-HR/A 0001951757-26-001605 filed by Dakota Wealth Management
    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 134,077 shares
    Change vs previous 13F -104,255 shares

    0.78% of the 13F portfolio, value $36,958,267.

    13F-HR 0001951757-25-000874 filed by Dakota Wealth Management
    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 238,332 shares
    Change vs previous 13F -7,021 shares

    0.93% of the 13F portfolio, value $39,904,010.

    13F-HR 0001951757-25-000489 filed by Dakota Wealth Management
    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 245,353 shares
    Change vs previous 13F -15,943 shares

    1.31% of the 13F portfolio, value $56,882,703.

    13F-HR 0001951757-25-000061 filed by Dakota Wealth Management
    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 261,296 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $45,073,616.

    13F-HR 0001951757-24-001101 filed by Dakota Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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