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INSTRUMENTAL WEALTH, LLC: AVGO position timeline

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

INSTRUMENTAL WEALTH, LLC held 2,763 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,763 shares
    Change vs previous 13F +548 shares

    0.53% of the 13F portfolio, value $1,043,641.

    13F-HR 0001976010-26-000008 filed by INSTRUMENTAL 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 2,215 shares
    Change vs previous 13F -108 shares

    0.42% of the 13F portfolio, value $685,595.

    13F-HR 0001976010-26-000004 filed by INSTRUMENTAL 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 2,323 shares
    Change vs previous 13F +270 shares

    0.45% of the 13F portfolio, value $747,459.

    13F-HR 0001976010-26-000002 filed by INSTRUMENTAL 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 2,053 shares
    Change vs previous 13F +271 shares

    0.54% of the 13F portfolio, value $772,964.

    13F-HR 0001976010-25-000009 filed by INSTRUMENTAL 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 1,782 shares
    Change vs previous 13F +118 shares

    0.4% of the 13F portfolio, value $500,763.

    13F-HR 0001976010-25-000005 filed by INSTRUMENTAL 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 1,664 shares
    Change vs previous 13F +292 shares

    0.29% of the 13F portfolio, value $319,921.

    13F-HR 0001976010-25-000003 filed by INSTRUMENTAL 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 1,372 shares
    Change vs previous 13F +73 shares

    0.28% of the 13F portfolio, value $299,921.

    13F-HR 0001976010-25-000001 filed by INSTRUMENTAL 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 1,299 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $236,888.

    13F-HR 0001976010-24-000011 filed by INSTRUMENTAL WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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