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Disclosery

GDS Wealth Management: AVGO position timeline

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

GDS Wealth Management held 35,382 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,382 shares
    Change vs previous 13F +20,547 shares

    0.64% of the 13F portfolio, value $13,365,551.

    13F-HR 0001940869-26-000003 filed by GDS Wealth Management
    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 14,835 shares
    Change vs previous 13F +4,146 shares

    0.28% of the 13F portfolio, value $4,591,581.

    13F-HR 0001940869-26-000002 filed by GDS Wealth Management
    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 10,689 shares
    Change vs previous 13F -675 shares

    0.23% of the 13F portfolio, value $3,699,463.

    13F-HR 0001940869-26-000001 filed by GDS Wealth Management
    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 11,364 shares
    Change vs previous 13F +392 shares

    0.25% of the 13F portfolio, value $3,749,097.

    13F-HR 0001940869-25-000003 filed by GDS Wealth Management
    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 10,972 shares
    Change vs previous 13F +85 shares

    0.22% of the 13F portfolio, value $3,024,432.

    13F-HR 0001221073-25-000074 filed by GDS Wealth Management
    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 10,887 shares
    Change vs previous 13F -617 shares

    0.16% of the 13F portfolio, value $1,822,810.

    13F-HR 0001221073-25-000055 filed by GDS Wealth Management
    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 11,504 shares
    Change vs previous 13F +767 shares

    0.24% of the 13F portfolio, value $2,667,087.

    13F-HR 0001221073-25-000013 filed by GDS Wealth Management
    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 10,737 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,852,133.

    13F-HR 0001221073-24-000097 filed by GDS Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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