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JOURNEY STRATEGIC WEALTH LLC: AVGO position timeline

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

JOURNEY STRATEGIC WEALTH LLC held 78,305 AVGO shares at 2026-03-31 per its 13F-HR filed 2026-04-15.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 78,305 shares
    Change vs previous 13F +1,317 shares

    0.6% of the 13F portfolio, value $24,235,994.

    13F-HR 0001909316-26-000003 filed by JOURNEY STRATEGIC 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 ended2025-12-31
    13F 76,988 shares
    Change vs previous 13F +457 shares

    0.7% of the 13F portfolio, value $26,645,749.

    13F-HR 0001909316-26-000001 filed by JOURNEY STRATEGIC 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 ended2025-09-30
    13F 76,531 shares
    Change vs previous 13F -2,378 shares

    0.71% of the 13F portfolio, value $25,248,522.

    13F-HR 0001909316-25-000007 filed by JOURNEY STRATEGIC 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 ended2025-06-30
    13F 78,909 shares
    Change vs previous 13F +625 shares

    0.71% of the 13F portfolio, value $21,751,406.

    13F-HR 0001909316-25-000005 filed by JOURNEY STRATEGIC 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 ended2025-03-31
    13F 78,284 shares
    Change vs previous 13F +38,342 shares

    0.46% of the 13F portfolio, value $13,107,041.

    13F-HR 0001909316-25-000003 filed by JOURNEY STRATEGIC 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 ended2024-12-31
    13F 39,942 shares
    Change vs previous 13F +17,845 shares

    0.35% of the 13F portfolio, value $9,260,251.

    13F-HR 0001909316-25-000001 filed by JOURNEY STRATEGIC 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 ended2024-09-30
    13F 22,097 shares
    Change vs previous 13F +20,128 shares

    0.14% of the 13F portfolio, value $3,811,806.

    13F-HR 0001909316-24-000006 filed by JOURNEY STRATEGIC 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 ended2024-06-30
    13F 1,969 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $3,162,480.

    13F-HR 0001909316-24-000002 filed by JOURNEY STRATEGIC WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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