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Disclosery

Dogwood Wealth Management LLC: AVGO position timeline

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

Dogwood Wealth Management LLC held 2,522 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,522 shares
    Change vs previous 13F -706 shares

    0.38% of the 13F portfolio, value $952,757.

    13F-HR 0002056922-26-000003 filed by Dogwood Wealth Management 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 3,228 shares
    Change vs previous 13F -39 shares

    0.43% of the 13F portfolio, value $998,970.

    13F-HR 0002056922-26-000002 filed by Dogwood Wealth Management 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 3,267 shares
    Change vs previous 13F +2,081 shares

    0.5% of the 13F portfolio, value $1,130,544.

    13F-HR 0002056922-26-000001 filed by Dogwood Wealth Management 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 1,186 shares
    Change vs previous 13F -56 shares

    0.18% of the 13F portfolio, value $391,254.

    13F-HR 0002056922-25-000011 filed by Dogwood Wealth Management 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 1,242 shares
    Change vs previous 13F -6,070 shares

    0.16% of the 13F portfolio, value $337,486.

    13F-HR 0002056922-25-000007 filed by Dogwood Wealth Management 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 7,312 shares
    Change vs previous 13F +343 shares

    0.64% of the 13F portfolio, value $1,224,307.

    13F-HR 0002056922-25-000006 filed by Dogwood Wealth Management 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 6,969 shares
    Change vs previous 13F -408 shares

    0.85% of the 13F portfolio, value $1,615,765.

    13F-HR 0002056922-25-000005 filed by Dogwood Wealth Management 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 7,377 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $1,272,504.

    13F-HR 0002056922-25-000003 filed by Dogwood Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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