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Disclosery

Integris Wealth Management, LLC: AVGO position timeline

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

Integris Wealth Management, LLC held 2,336 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,336 shares
    Change vs previous 13F +1,615 shares

    0.18% of the 13F portfolio, value $882,295.

    13F-HR 0002085853-26-000691 filed by Integris 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 721 shares
    Change vs previous 13F +130 shares

    0.05% of the 13F portfolio, value $223,157.

    13F-HR 0002085853-26-000341 filed by Integris 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 591 shares
    Change vs previous 13F -124 shares

    0.05% of the 13F portfolio, value $204,546.

    13F-HR 0002085853-26-000058 filed by Integris 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 715 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $235,886.

    13F-HR 0002085853-25-000091 filed by Integris Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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