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Disclosery

Jupiter Wealth Management LLC: AVGO position timeline

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

Jupiter Wealth Management LLC held 29,849 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,849 shares
    Change vs previous 13F -375 shares

    4.51% of the 13F portfolio, value $11,275,460.

    13F-HR 0001774207-26-000003 filed by Jupiter 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 30,224 shares
    Change vs previous 13F +2,496 shares

    4.98% of the 13F portfolio, value $12,597,061.

    13F-HR 0001774207-26-000002 filed by Jupiter 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 27,728 shares
    Change vs previous 13F +3,703 shares

    4.09% of the 13F portfolio, value $9,182,682.

    13F-HR 0001774207-26-000001 filed by Jupiter 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 24,025 shares
    Change vs previous 13F +920 shares

    3.75% of the 13F portfolio, value $7,926,088.

    13F-HR 0001774207-25-000006 filed by Jupiter 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 23,105 shares
    Change vs previous 13F +3,030 shares

    3.61% of the 13F portfolio, value $7,141,524.

    13F-HR 0001774207-25-000004 filed by Jupiter 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 20,075 shares
    Change vs previous 13F -6,206 shares

    2.8% of the 13F portfolio, value $4,629,897.

    13F-HR 0001774207-25-000003 filed by Jupiter 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 26,281 shares
    Change vs previous 13F +2,970 shares

    3.05% of the 13F portfolio, value $6,092,987.

    13F-HR 0001774207-25-000001 filed by Jupiter 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 23,311 shares
    Change vs previous 13F not available

    2.06% of the 13F portfolio, value $4,021,148.

    13F-HR 0001774207-24-000005 filed by Jupiter Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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