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JPL Wealth Management, LLC: AVGO position timeline

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

JPL Wealth Management, LLC held 37,357 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,357 shares
    Change vs previous 13F -1,881 shares

    2.8% of the 13F portfolio, value $14,111,433.

    13F-HR 0002010710-26-000005 filed by JPL 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/A 39,238 shares
    Change vs previous 13F -2,833 shares

    2.79% of the 13F portfolio, value $12,144,612.

    13F-HR/A 0002010710-26-000004 filed by JPL 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 42,071 shares
    Change vs previous 13F -3,938 shares

    3.55% of the 13F portfolio, value $14,560,841.

    13F-HR 0002010710-26-000001 filed by JPL 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 46,009 shares
    Change vs previous 13F -1,355 shares

    3.6% of the 13F portfolio, value $15,178,792.

    13F-HR 0002010710-25-000008 filed by JPL 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 47,364 shares
    Change vs previous 13F -2,413 shares

    3.52% of the 13F portfolio, value $13,055,874.

    13F-HR 0002010710-25-000005 filed by JPL 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/A 49,777 shares
    Change vs previous 13F -8,325 shares

    2.38% of the 13F portfolio, value $8,334,131.

    13F-HR/A 0002010710-25-000003 filed by JPL 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 58,102 shares
    Change vs previous 13F not available

    3.86% of the 13F portfolio, value $13,470,308.

    13F-HR 0002010710-25-000001 filed by JPL Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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