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IHT Wealth Management, LLC: AVGO position timeline

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

IHT Wealth Management, LLC held 73,875 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 73,875 shares
    Change vs previous 13F -2,313 shares

    0.59% of the 13F portfolio, value $27,906,563.

    13F-HR 0001104659-26-096531 filed by IHT 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 76,188 shares
    Change vs previous 13F +5,273 shares

    0.55% of the 13F portfolio, value $23,580,986.

    13F-HR 0001104659-26-061899 filed by IHT 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 70,915 shares
    Change vs previous 13F -1,898 shares

    0.6% of the 13F portfolio, value $24,543,549.

    13F-HR 0001104659-26-016011 filed by IHT 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 72,813 shares
    Change vs previous 13F -5,191 shares

    0.61% of the 13F portfolio, value $24,024,347.

    13F-HR 0001104659-25-112424 filed by IHT 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 78,004 shares
    Change vs previous 13F +541 shares

    0.59% of the 13F portfolio, value $21,501,749.

    13F-HR 0001104659-25-078291 filed by IHT 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 77,463 shares
    Change vs previous 13F +14,537 shares

    0.41% of the 13F portfolio, value $12,973,658.

    13F-HR 0001104659-25-049059 filed by IHT 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 62,926 shares
    Change vs previous 13F -8,348 shares

    0.47% of the 13F portfolio, value $14,588,820.

    13F-HR 0001104659-25-013520 filed by IHT 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 71,274 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $12,261,634.

    13F-HR 0001104659-24-118427 filed by IHT Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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