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Forvis Mazars Wealth Advisors, LLC: AVGO position timeline

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

Forvis Mazars Wealth Advisors, LLC held 24,187 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,187 shares
    Change vs previous 13F +211 shares

    0.15% of the 13F portfolio, value $9,136,733.

    13F-HR 0001352864-26-000006 filed by Forvis Mazars Wealth Advisors, 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 23,976 shares
    Change vs previous 13F +630 shares

    0.14% of the 13F portfolio, value $7,420,743.

    13F-HR 0001352864-26-000002 filed by Forvis Mazars Wealth Advisors, 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 23,346 shares
    Change vs previous 13F -56 shares

    0.15% of the 13F portfolio, value $8,080,127.

    13F-HR 0001352864-26-000001 filed by Forvis Mazars Wealth Advisors, 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 23,402 shares
    Change vs previous 13F +87 shares

    0.15% of the 13F portfolio, value $7,720,492.

    13F-HR 0001352864-25-000006 filed by Forvis Mazars Wealth Advisors, 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 23,315 shares
    Change vs previous 13F +3,718 shares

    0.14% of the 13F portfolio, value $6,426,895.

    13F-HR 0001085146-25-004245 filed by Forvis Mazars Wealth Advisors, 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 19,597 shares
    Change vs previous 13F +3,872 shares

    0.08% of the 13F portfolio, value $3,281,118.

    13F-HR 0001085146-25-003049 filed by Forvis Mazars Wealth Advisors, 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 15,725 shares
    Change vs previous 13F -424 shares

    0.08% of the 13F portfolio, value $3,645,723.

    13F-HR 0001085146-25-000729 filed by Forvis Mazars Wealth Advisors, 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 16,149 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,785,681.

    13F-HR 0001085146-24-005796 filed by Forvis Mazars Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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