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Insight Wealth Partners, LLC: AVGO position timeline

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

Insight Wealth Partners, LLC held 8,666 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,666 shares
    Change vs previous 13F +954 shares

    0.44% of the 13F portfolio, value $3,273,530.

    13F-HR 0001172661-26-003122 filed by Insight Wealth Partners, 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 7,712 shares
    Change vs previous 13F +42 shares

    0.96% of the 13F portfolio, value $2,386,893.

    13F-HR 0001172661-26-001843 filed by Insight Wealth Partners, 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 7,670 shares
    Change vs previous 13F +3 shares

    1.1% of the 13F portfolio, value $2,654,691.

    13F-HR 0001172661-26-000970 filed by Insight Wealth Partners, 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 7,667 shares
    Change vs previous 13F +155 shares

    1.12% of the 13F portfolio, value $2,529,359.

    13F-HR 0001172661-25-004687 filed by Insight Wealth Partners, 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 7,512 shares
    Change vs previous 13F +332 shares

    1.15% of the 13F portfolio, value $2,070,572.

    13F-HR 0001172661-25-002834 filed by Insight Wealth Partners, 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 7,180 shares
    Change vs previous 13F -106 shares

    0.72% of the 13F portfolio, value $1,202,065.

    13F-HR 0001172661-25-002108 filed by Insight Wealth Partners, 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 7,286 shares
    Change vs previous 13F +27 shares

    1.07% of the 13F portfolio, value $1,689,239.

    13F-HR 0001172661-25-001086 filed by Insight Wealth Partners, 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 7,259 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $1,252,236.

    13F-HR 0001172661-24-004664 filed by Insight Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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