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Gray Private Wealth, LLC: AVGO position timeline

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

Gray Private Wealth, LLC held 1,423 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,423 shares
    Change vs previous 13F +351 shares

    0.23% of the 13F portfolio, value $537,538.

    13F-HR 0001928877-26-000007 filed by Gray Private Wealth, 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 1,072 shares
    Change vs previous 13F -29 shares

    0.17% of the 13F portfolio, value $331,795.

    13F-HR 0001928877-26-000005 filed by Gray Private Wealth, 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 1,101 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $381,056.

    13F-HR 0001928877-26-000002 filed by Gray Private Wealth, 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 1,101 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $363,231.

    13F-HR 0001928877-25-000010 filed by Gray Private Wealth, 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 1,101 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $303,491.

    13F-HR 0001928877-25-000007 filed by Gray Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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