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Impact Partnership Wealth, LLC: AVGO position timeline

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

Impact Partnership Wealth, LLC held 9,609 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,609 shares
    Change vs previous 13F +255 shares

    0.35% of the 13F portfolio, value $3,629,745.

    13F-HR 0001984555-26-000004 filed by Impact Partnership 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 9,354 shares
    Change vs previous 13F +1,268 shares

    0.36% of the 13F portfolio, value $2,895,118.

    13F-HR 0001984555-26-000003 filed by Impact Partnership 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 8,086 shares
    Change vs previous 13F +735 shares

    0.36% of the 13F portfolio, value $2,798,685.

    13F-HR 0001984555-26-000002 filed by Impact Partnership 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 7,351 shares
    Change vs previous 13F +1,093 shares

    0.36% of the 13F portfolio, value $2,425,128.

    13F-HR 0001984555-25-000006 filed by Impact Partnership 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 6,258 shares
    Change vs previous 13F -785 shares

    0.32% of the 13F portfolio, value $1,724,991.

    13F-HR 0001984555-25-000004 filed by Impact Partnership Wealth, 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 7,043 shares
    Change vs previous 13F +565 shares

    0.25% of the 13F portfolio, value $1,179,130.

    13F-HR 0001984555-25-000003 filed by Impact Partnership Wealth, 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 6,478 shares
    Change vs previous 13F +1,426 shares

    0.3% of the 13F portfolio, value $1,501,865.

    13F-HR 0001984555-25-000001 filed by Impact Partnership Wealth, 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 5,052 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $871,430.

    13F-HR 0001984555-24-000004 filed by Impact Partnership Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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