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Greykasell Wealth Strategies, Inc.: AVGO position timeline

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

Greykasell Wealth Strategies, Inc. held 8,727 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,727 shares
    Change vs previous 13F +505 shares

    1.2% of the 13F portfolio, value $3,296,488.

    13F-HR 0002041220-26-000003 filed by Greykasell Wealth Strategies, 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 8,222 shares
    Change vs previous 13F -59 shares

    1.03% of the 13F portfolio, value $2,544,641.

    13F-HR 0002041220-26-000002 filed by Greykasell Wealth Strategies, 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 8,281 shares
    Change vs previous 13F -379 shares

    1.13% of the 13F portfolio, value $2,865,927.

    13F-HR 0002041220-26-000001 filed by Greykasell Wealth Strategies, 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 8,660 shares
    Change vs previous 13F +605 shares

    1.2% of the 13F portfolio, value $2,857,038.

    13F-HR 0002041220-25-000003 filed by Greykasell Wealth Strategies, 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 8,055 shares
    Change vs previous 13F +68 shares

    1.06% of the 13F portfolio, value $2,220,360.

    13F-HR 0001855205-25-000040 filed by Greykasell Wealth Strategies, 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 7,987 shares
    Change vs previous 13F +225 shares

    0.71% of the 13F portfolio, value $1,337,228.

    13F-HR 0001855205-25-000029 filed by Greykasell Wealth Strategies, 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 7,762 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $1,799,465.

    13F-HR 0001855205-25-000005 filed by Greykasell Wealth Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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