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Disclosery

HCR Wealth Advisors: AVGO position timeline

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

HCR Wealth Advisors held 27,285 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,285 shares
    Change vs previous 13F -393 shares

    0.92% of the 13F portfolio, value $10,306,940.

    13F-HR 0001697715-26-000004 filed by HCR Wealth Advisors
    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 27,678 shares
    Change vs previous 13F -580 shares

    0.89% of the 13F portfolio, value $8,566,647.

    13F-HR 0001697715-26-000003 filed by HCR Wealth Advisors
    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 28,258 shares
    Change vs previous 13F +1,147 shares

    0.97% of the 13F portfolio, value $9,780,392.

    13F-HR 0001697715-26-000001 filed by HCR Wealth Advisors
    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 27,111 shares
    Change vs previous 13F +14,264 shares

    0.95% of the 13F portfolio, value $9,168,734.

    13F-HR 0001697715-25-000007 filed by HCR Wealth Advisors
    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 12,847 shares
    Change vs previous 13F +329 shares

    0.42% of the 13F portfolio, value $3,541,318.

    13F-HR 0001697715-25-000005 filed by HCR Wealth Advisors
    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 12,518 shares
    Change vs previous 13F +196 shares

    0.27% of the 13F portfolio, value $2,095,915.

    13F-HR 0001697715-25-000003 filed by HCR Wealth Advisors
    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 12,322 shares
    Change vs previous 13F +53 shares

    0.36% of the 13F portfolio, value $2,856,845.

    13F-HR 0001697715-25-000001 filed by HCR Wealth Advisors
    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 12,269 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $2,116,460.

    13F-HR 0001697715-24-000006 filed by HCR Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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