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Global Wealth Strategies & Associates: AVGO position timeline

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

Global Wealth Strategies & Associates held 2,872 AVGO shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,872 shares
    Change vs previous 13F +1,789 shares

    0.18% of the 13F portfolio, value $1,008,525.

    13F-HR 0001912297-26-000005 filed by Global Wealth Strategies & Associates
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,083 shares
    Change vs previous 13F +496 shares

    0.08% of the 13F portfolio, value $408,989.

    13F-HR 0001912297-26-000003 filed by Global Wealth Strategies & Associates
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 587 shares
    Change vs previous 13F +27 shares

    0.04% of the 13F portfolio, value $181,538.

    13F-HR 0001912297-26-000002 filed by Global Wealth Strategies & Associates
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 560 shares
    Change vs previous 13F -30 shares

    0.05% of the 13F portfolio, value $193,929.

    13F-HR 0001912297-26-000001 filed by Global Wealth Strategies & Associates
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 590 shares
    Change vs previous 13F +127 shares

    0.05% of the 13F portfolio, value $194,720.

    13F-HR 0001912297-25-000006 filed by Global Wealth Strategies & Associates
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 463 shares
    Change vs previous 13F -126 shares

    0.04% of the 13F portfolio, value $127,659.

    13F-HR 0001912297-25-000004 filed by Global Wealth Strategies & Associates
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 589 shares
    Change vs previous 13F +83 shares

    0.03% of the 13F portfolio, value $98,616.

    13F-HR 0001912297-25-000003 filed by Global Wealth Strategies & Associates
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 506 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $117,311.

    13F-HR 0001912297-25-000001 filed by Global Wealth Strategies & Associates
    Filed (acceptance time not in the bulk data set), ingested

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