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Glass Wealth Management Co LLC: AVGO position timeline

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

Glass Wealth Management Co LLC held 90,888 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 90,888 shares
    Change vs previous 13F -1,137 shares

    11.5% of the 13F portfolio, value $34,332,942.

    13F-HR 0002017692-26-000003 filed by Glass Wealth Management Co 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 92,025 shares
    Change vs previous 13F -2,223 shares

    11.04% of the 13F portfolio, value $28,482,658.

    13F-HR 0002017692-26-000002 filed by Glass Wealth Management Co 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 94,248 shares
    Change vs previous 13F -2,529 shares

    13.38% of the 13F portfolio, value $32,619,233.

    13F-HR 0002017692-26-000001 filed by Glass Wealth Management Co 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 96,777 shares
    Change vs previous 13F +596 shares

    14.23% of the 13F portfolio, value $31,927,700.

    13F-HR 0002017692-25-000006 filed by Glass Wealth Management Co 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 96,181 shares
    Change vs previous 13F -3,301 shares

    14.12% of the 13F portfolio, value $26,512,293.

    13F-HR 0002017692-25-000005 filed by Glass Wealth Management Co 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 99,482 shares
    Change vs previous 13F -8,915 shares

    9.99% of the 13F portfolio, value $16,656,271.

    13F-HR 0002017692-25-000004 filed by Glass Wealth Management Co 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 108,397 shares
    Change vs previous 13F -2,083 shares

    13.66% of the 13F portfolio, value $25,130,760.

    13F-HR 0002017692-25-000001 filed by Glass Wealth Management Co 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 110,480 shares
    Change vs previous 13F not available

    10.53% of the 13F portfolio, value $19,057,800.

    13F-HR 0002017692-24-000005 filed by Glass Wealth Management Co LLC
    Filed (acceptance time not in the bulk data set), ingested

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