Focused Wealth Management, Inc: AVGO position timeline

Focused Wealth Management, Inc held 6,523 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 6,523 shares

   Change vs previous 13F +400 shares

   0.22% of the 13F portfolio, value $2,464,098.

   13F-HR 0002085853-26-000947 filed by Focused Wealth Management, Inc
   Filed 2026-08-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 6,123 shares

   Change vs previous 13F +499 shares

   0.2% of the 13F portfolio, value $1,895,094.

   13F-HR 0002085853-26-000415 filed by Focused Wealth Management, Inc
   Filed 2026-04-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 5,624 shares

   Change vs previous 13F +5,624 shares

   0.21% of the 13F portfolio, value $1,946,597.

   13F-HR 0002085853-26-000135 filed by Focused Wealth Management, Inc
   Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-06-30

   13F 0 shares

   Change vs previous 13F -501 shares

   13F-HR 0001667731-25-000798 filed by Focused Wealth Management, Inc
   Filed 2025-07-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

   Exited: the 13F for this period no longer lists the position.

5. period ended2025-03-31

   13F 501 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $83,892.

   13F-HR 0001667731-25-000566 filed by Focused Wealth Management, Inc
   Filed 2025-05-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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