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JACKSON THORNTON WEALTH MANAGEMENT, LLC: AVGO position timeline

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

JACKSON THORNTON WEALTH MANAGEMENT, LLC held 7,970 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 7,970 shares
    Change vs previous 13F +1,525 shares

    0.24% of the 13F portfolio, value $3,010,668.

    13F-HR 0001903880-26-000003 filed by JACKSON THORNTON 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 6,445 shares
    Change vs previous 13F +839 shares

    0.22% of the 13F portfolio, value $2,394,640.

    13F-HR 0001903880-26-000002 filed by JACKSON THORNTON 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 5,606 shares
    Change vs previous 13F -430 shares

    0.18% of the 13F portfolio, value $1,927,175.

    13F-HR 0001903880-26-000001 filed by JACKSON THORNTON 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 6,036 shares
    Change vs previous 13F +1,553 shares

    0.21% of the 13F portfolio, value $2,085,439.

    13F-HR 0001903880-25-000006 filed by JACKSON THORNTON WEALTH MANAGEMENT, 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 4,483 shares
    Change vs previous 13F +279 shares

    0.14% of the 13F portfolio, value $1,218,480.

    13F-HR 0001903880-25-000005 filed by JACKSON THORNTON WEALTH MANAGEMENT, 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 4,204 shares
    Change vs previous 13F +63 shares

    0.1% of the 13F portfolio, value $718,842.

    13F-HR 0001903880-25-000002 filed by JACKSON THORNTON WEALTH MANAGEMENT, 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 4,141 shares
    Change vs previous 13F +797 shares

    0.12% of the 13F portfolio, value $960,049.

    13F-HR 0001903880-25-000001 filed by JACKSON THORNTON WEALTH MANAGEMENT, 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 3,344 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $576,841.

    13F-HR 0001903880-24-000006 filed by JACKSON THORNTON WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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