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Disclosery

HORAN Wealth, LLC: AVGO position timeline

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

HORAN Wealth, LLC held 48,848 AVGO shares at 2026-06-30 per its 13F-HR/A filed 2026-08-26.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 48,848 shares
    Change vs previous 13F -818 shares

    2.31% of the 13F portfolio, value $18,452,525.

    13F-HR/A 0002072569-26-000007 filed by HORAN Wealth, 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 49,666 shares
    Change vs previous 13F -493 shares

    1.48% of the 13F portfolio, value $15,553,798.

    13F-HR 0002072569-26-000003 filed by HORAN Wealth, 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 50,159 shares
    Change vs previous 13F -75 shares

    2.67% of the 13F portfolio, value $17,359,958.

    13F-HR 0002072569-26-000001 filed by HORAN Wealth, 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 50,234 shares
    Change vs previous 13F +2,332 shares

    2.61% of the 13F portfolio, value $16,572,697.

    13F-HR 0002072569-25-000001 filed by HORAN Wealth, 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 47,902 shares
    Change vs previous 13F not available

    4.04% of the 13F portfolio, value $13,204,082.

    13F-HR 0001671623-25-000004 filed by HORAN Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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