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INVICTUS PRIVATE WEALTH, LLC: AVGO position timeline

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

INVICTUS PRIVATE WEALTH, LLC held 135,524 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 135,524 shares
    Change vs previous 13F -2,730 shares

    2.75% of the 13F portfolio, value $51,194,191.

    13F-HR 0001172661-26-002832 filed by INVICTUS PRIVATE 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 138,254 shares
    Change vs previous 13F -912 shares

    2.65% of the 13F portfolio, value $42,790,995.

    13F-HR 0001172661-26-001764 filed by INVICTUS PRIVATE 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 139,166 shares
    Change vs previous 13F +3,645 shares

    2.92% of the 13F portfolio, value $48,165,353.

    13F-HR 0001172661-26-000744 filed by INVICTUS PRIVATE 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 135,521 shares
    Change vs previous 13F -2,285 shares

    2.8% of the 13F portfolio, value $44,709,733.

    13F-HR 0001172661-25-004671 filed by INVICTUS PRIVATE 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 137,806 shares
    Change vs previous 13F +15,272 shares

    2.6% of the 13F portfolio, value $37,986,224.

    13F-HR 0001172661-25-002723 filed by INVICTUS PRIVATE 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 122,534 shares
    Change vs previous 13F +3,145 shares

    1.63% of the 13F portfolio, value $20,515,867.

    13F-HR 0001172661-25-001619 filed by INVICTUS PRIVATE 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 119,389 shares
    Change vs previous 13F +116,423 shares

    2.1% of the 13F portfolio, value $27,679,146.

    13F-HR 0001172661-25-001069 filed by INVICTUS PRIVATE 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 2,966 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $511,635.

    13F-HR 0001172661-24-004409 filed by INVICTUS PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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