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Heritage Wealth Management, Inc.: AVGO position timeline

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

Heritage Wealth Management, Inc. held 7,847 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,847 shares
    Change vs previous 13F -157 shares

    0.74% of the 13F portfolio, value $2,964,335.

    13F-HR 0001944755-26-000003 filed by Heritage Wealth Management, 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 8,004 shares
    Change vs previous 13F -71 shares

    1.23% of the 13F portfolio, value $2,477,289.

    13F-HR 0001944755-26-000002 filed by Heritage Wealth Management, 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 8,075 shares
    Change vs previous 13F -116 shares

    0.78% of the 13F portfolio, value $2,794,878.

    13F-HR 0001944755-26-000001 filed by Heritage Wealth Management, 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 8,191 shares
    Change vs previous 13F -386 shares

    0.79% of the 13F portfolio, value $2,702,255.

    13F-HR 0001944755-25-000006 filed by Heritage Wealth Management, 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 8,577 shares
    Change vs previous 13F -6 shares

    0.77% of the 13F portfolio, value $2,364,371.

    13F-HR 0001944755-25-000005 filed by Heritage Wealth Management, 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 8,583 shares
    Change vs previous 13F +570 shares

    0.49% of the 13F portfolio, value $1,437,033.

    13F-HR 0001944755-25-000002 filed by Heritage Wealth Management, 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 8,013 shares
    Change vs previous 13F +81 shares

    0.62% of the 13F portfolio, value $1,857,737.

    13F-HR 0001944755-25-000001 filed by Heritage Wealth Management, Inc.
    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 7,932 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $1,368,339.

    13F-HR 0001944755-24-000004 filed by Heritage Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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