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FULCRUM WEALTH ADVISORS, LLC: AVGO position timeline

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

FULCRUM WEALTH ADVISORS, LLC held 8,259 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,259 shares
    Change vs previous 13F -899 shares

    2.38% of the 13F portfolio, value $3,119,837.

    13F-HR 0002108790-26-000004 filed by FULCRUM 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 9,158 shares
    Change vs previous 13F -423 shares

    2.35% of the 13F portfolio, value $2,834,493.

    13F-HR 0002108790-26-000003 filed by FULCRUM 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 9,581 shares
    Change vs previous 13F not available

    2.73% of the 13F portfolio, value $3,315,984.

    13F-HR 0002108790-26-000001 filed by FULCRUM WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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