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Grant Private Wealth Management Inc: AVGO position timeline

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

Grant Private Wealth Management Inc held 32,029 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,029 shares
    Change vs previous 13F +3,252 shares

    5.1% of the 13F portfolio, value $12,099,117.

    13F-HR 0001754960-26-000404 filed by Grant Private Wealth Management Inc
    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 28,777 shares
    Change vs previous 13F +4,583 shares

    4.73% of the 13F portfolio, value $8,906,804.

    13F-HR 0001754960-26-000241 filed by Grant Private Wealth Management Inc
    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 24,194 shares
    Change vs previous 13F +744 shares

    5.06% of the 13F portfolio, value $8,373,524.

    13F-HR 0001754960-26-000002 filed by Grant Private Wealth Management Inc
    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 23,450 shares
    Change vs previous 13F +22,605 shares

    4.77% of the 13F portfolio, value $7,736,323.

    13F-HR 0001754960-25-000636 filed by Grant Private Wealth Management Inc
    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 845 shares
    Change vs previous 13F -7,684 shares

    0.13% of the 13F portfolio, value $233,023.

    13F-HR 0001754960-25-000367 filed by Grant Private Wealth Management Inc
    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 8,529 shares
    Change vs previous 13F +467 shares

    1.53% of the 13F portfolio, value $1,418,467.

    13F-HR 0001754960-25-000206 filed by Grant Private Wealth Management Inc
    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 8,062 shares
    Change vs previous 13F not available

    2.02% of the 13F portfolio, value $1,869,094.

    13F-HR 0001754960-25-000138 filed by Grant Private Wealth Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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