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Disclosery

HB Wealth Management, LLC: AVGO position timeline

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

HB Wealth Management, LLC held 270,850 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 270,850 shares
    Change vs previous 13F +4,815 shares

    0.57% of the 13F portfolio, value $102,313,764.

    13F-HR 0001172661-26-002920 filed by HB Wealth Management, 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 266,035 shares
    Change vs previous 13F +19,305 shares

    0.53% of the 13F portfolio, value $82,340,620.

    13F-HR 0001172661-26-001543 filed by HB Wealth Management, 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 246,730 shares
    Change vs previous 13F +13,662 shares

    0.55% of the 13F portfolio, value $85,393,275.

    13F-HR 0001172661-26-000353 filed by HB Wealth Management, 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 233,068 shares
    Change vs previous 13F +20,142 shares

    0.52% of the 13F portfolio, value $76,891,589.

    13F-HR 0001172661-25-004398 filed by HB Wealth Management, 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 212,926 shares
    Change vs previous 13F +17,924 shares

    0.47% of the 13F portfolio, value $58,693,180.

    13F-HR 0001172661-25-002644 filed by HB Wealth Management, 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 195,002 shares
    Change vs previous 13F +53,767 shares

    0.27% of the 13F portfolio, value $32,649,307.

    13F-HR 0001172661-25-001594 filed by HB Wealth Management, 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 141,235 shares
    Change vs previous 13F +17,903 shares

    0.34% of the 13F portfolio, value $32,759,197.

    13F-HR 0001172661-25-000193 filed by HB Wealth Management, 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 123,332 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $21,274,876.

    13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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