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FRG Family Wealth Advisors LLC: AVGO position timeline

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

FRG Family Wealth Advisors LLC held 87,589 AVGO shares at 2026-03-31 per its 13F-HR filed 2026-04-24.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 87,589 shares
    Change vs previous 13F -1,174 shares

    4.44% of the 13F portfolio, value $27,109,591.

    13F-HR 0001893327-26-000002 filed by FRG Family 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 ended2025-12-31
    13F 88,763 shares
    Change vs previous 13F -5,799 shares

    4.77% of the 13F portfolio, value $30,720,825.

    13F-HR 0001893327-26-000001 filed by FRG Family 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 ended2025-09-30
    13F 94,562 shares
    Change vs previous 13F -1,616 shares

    5.02% of the 13F portfolio, value $31,197,080.

    13F-HR 0001893327-25-000008 filed by FRG Family 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 ended2025-06-30
    13F 96,178 shares
    Change vs previous 13F +1,021 shares

    4.61% of the 13F portfolio, value $26,511,536.

    13F-HR 0001893327-25-000005 filed by FRG Family 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 ended2025-03-31
    13F 95,157 shares
    Change vs previous 13F -2,516 shares

    3.08% of the 13F portfolio, value $15,932,205.

    13F-HR 0001893327-25-000002 filed by FRG Family 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 ended2024-12-31
    13F 97,673 shares
    Change vs previous 13F -4,154 shares

    4.11% of the 13F portfolio, value $22,644,570.

    13F-HR 0001893327-25-000001 filed by FRG Family 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 ended2024-09-30
    13F 101,827 shares
    Change vs previous 13F +30 shares

    3.14% of the 13F portfolio, value $17,565,113.

    13F-HR 0001893327-24-000005 filed by FRG Family 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 ended2024-06-30
    13F 101,797 shares
    Change vs previous 13F not available

    2.84% of the 13F portfolio, value $14,650,580.

    13F-HR 0001893327-24-000003 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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