Etesian Wealth Advisors, Inc.: AVGO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Etesian Wealth Advisors, Inc. on AVGO, newest first. How the timeline and the estimate are built.
Etesian Wealth Advisors, Inc. held 2,055 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-23.
the latest 13F is the newest step
- period ended2026-06-3013F 2,055 sharesChange vs previous 13F -72 shares
0.23% of the 13F portfolio, value $776,276.
13F-HR 0002085853-26-000840 filed by Etesian Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,127 sharesChange vs previous 13F -17 shares
0.21% of the 13F portfolio, value $658,328.
13F-HR 0002085853-26-000470 filed by Etesian Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,144 sharesChange vs previous 13F 0 shares
0.23% of the 13F portfolio, value $742,038.
13F-HR 0002085853-26-000242 filed by Etesian Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,144 sharesChange vs previous 13F -25 shares
0.23% of the 13F portfolio, value $707,327.
13F-HR 0002085853-25-000147 filed by Etesian Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,169 sharesChange vs previous 13F -75 shares
0.22% of the 13F portfolio, value $597,885.
13F-HR 0001667731-25-000935 filed by Etesian Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,244 sharesChange vs previous 13F +25 shares
0.16% of the 13F portfolio, value $375,713.
13F-HR 0001667731-25-000509 filed by Etesian Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,219 sharesChange vs previous 13F +109 shares
0.23% of the 13F portfolio, value $514,453.
13F-HR 0001667731-25-000139 filed by Etesian Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,110 sharesChange vs previous 13F not available
0.16% of the 13F portfolio, value $363,975.
13F-HR 0001997586-24-000011 filed by Etesian Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).