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Disclosery

Destination Wealth Management: AVGO position timeline

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

Destination Wealth Management held 39,167 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,167 shares
    Change vs previous 13F +5,538 shares

    0.35% of the 13F portfolio, value $14,795,509.

    13F-HR 0001278573-26-000008 filed by Destination 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 33,629 shares
    Change vs previous 13F -1,397 shares

    0.27% of the 13F portfolio, value $10,408,511.

    13F-HR 0001278573-26-000006 filed by Destination 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 35,026 shares
    Change vs previous 13F +9,534 shares

    0.32% of the 13F portfolio, value $12,122,644.

    13F-HR 0001278573-26-000003 filed by Destination 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 25,492 shares
    Change vs previous 13F +519 shares

    0.23% of the 13F portfolio, value $8,410,109.

    13F-HR 0001278573-25-000012 filed by Destination 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 24,973 shares
    Change vs previous 13F -3,596 shares

    0.2% of the 13F portfolio, value $6,883,914.

    13F-HR 0001278573-25-000009 filed by Destination 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 28,569 shares
    Change vs previous 13F +9,489 shares

    0.15% of the 13F portfolio, value $4,783,252.

    13F-HR 0001278573-25-000006 filed by Destination 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 19,080 shares
    Change vs previous 13F +233 shares

    0.14% of the 13F portfolio, value $4,423,495.

    13F-HR 0001278573-25-000002 filed by Destination 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 18,847 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $3,251,182.

    13F-HR 0001278573-24-000010 filed by Destination Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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