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Disclosery

Gibbs Wealth Management: AVGO position timeline

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

Gibbs Wealth Management held 18,674 AVGO shares at 2026-03-31 per its 13F-HR filed 2026-05-13.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 18,674 shares
    Change vs previous 13F +7,335 shares

    0.76% of the 13F portfolio, value $5,779,929.

    13F-HR 0002085853-26-000590 filed by Gibbs 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 ended2025-12-31
    13F 11,339 shares
    Change vs previous 13F -1,645 shares

    0.95% of the 13F portfolio, value $3,911,729.

    13F-HR 0002085853-26-000076 filed by Gibbs 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 ended2025-09-30
    13F 12,984 shares
    Change vs previous 13F +9,546 shares

    0.97% of the 13F portfolio, value $4,283,651.

    13F-HR 0002085853-25-000200 filed by Gibbs 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 ended2025-06-30
    13F 3,438 shares
    Change vs previous 13F +1,031 shares

    0.18% of the 13F portfolio, value $947,738.

    13F-HR 0001667731-25-001106 filed by Gibbs 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 ended2025-03-31
    13F 2,407 shares
    Change vs previous 13F +807 shares

    0.1% of the 13F portfolio, value $403,001.

    13F-HR 0002085853-25-000230 filed by Gibbs 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 ended2024-12-31
    13F 1,600 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $370,927.

    13F-HR 0002085853-25-000229 filed by Gibbs Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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