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Disclosery

Heritage Wealth Advisors: AVGO position timeline

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

Heritage Wealth Advisors held 8,909 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,909 shares
    Change vs previous 13F +3,369 shares

    0.12% of the 13F portfolio, value $3,365,328.

    13F-HR 0001591122-26-000008 filed by Heritage 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 5,540 shares
    Change vs previous 13F +2,341 shares

    0.07% of the 13F portfolio, value $1,714,685.

    13F-HR 0001591122-26-000003 filed by Heritage 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 3,199 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $1,107,174.

    13F-HR 0001591122-26-000002 filed by Heritage 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 3,199 shares
    Change vs previous 13F -38 shares

    0.05% of the 13F portfolio, value $1,055,382.

    13F-HR 0001591122-25-000010 filed by Heritage 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 3,237 shares
    Change vs previous 13F -49 shares

    0.04% of the 13F portfolio, value $892,279.

    13F-HR 0001591122-25-000007 filed by Heritage 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 3,286 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $550,175.

    13F-HR 0001591122-25-000004 filed by Heritage 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 3,286 shares
    Change vs previous 13F +69 shares

    0.04% of the 13F portfolio, value $761,826.

    13F-HR 0001591122-25-000002 filed by Heritage 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 3,217 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $554,933.

    13F-HR 0001591122-24-000007 filed by Heritage Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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