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EVERMAY WEALTH MANAGEMENT LLC: AVGO position timeline

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

EVERMAY WEALTH MANAGEMENT LLC held 8,151 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,151 shares
    Change vs previous 13F +334 shares

    0.32% of the 13F portfolio, value $3,079,041.

    13F-HR 0001066816-26-000005 filed by EVERMAY 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 7,817 shares
    Change vs previous 13F +253 shares

    0.27% of the 13F portfolio, value $2,419,440.

    13F-HR 0001066816-26-000003 filed by EVERMAY 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 7,564 shares
    Change vs previous 13F -163 shares

    0.29% of the 13F portfolio, value $2,617,901.

    13F-HR 0001066816-26-000001 filed by EVERMAY 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 7,727 shares
    Change vs previous 13F -359 shares

    0.29% of the 13F portfolio, value $2,549,215.

    13F-HR 0001066816-25-000009 filed by EVERMAY 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 8,086 shares
    Change vs previous 13F -119 shares

    0.27% of the 13F portfolio, value $2,228,906.

    13F-HR 0001066816-25-000008 filed by EVERMAY 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 8,205 shares
    Change vs previous 13F -251 shares

    0.18% of the 13F portfolio, value $1,373,764.

    13F-HR 0001066816-25-000003 filed by EVERMAY 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 8,456 shares
    Change vs previous 13F -325 shares

    0.3% of the 13F portfolio, value $1,960,440.

    13F-HR 0001066816-25-000001 filed by EVERMAY 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 8,781 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,514,723.

    13F-HR 0001066816-24-000006 filed by EVERMAY WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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