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Disclosery

Keebeck Wealth Management: AVGO position timeline

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

Keebeck Wealth Management held 31,765 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 31,765 shares
    Change vs previous 13F +445 shares

    1.17% of the 13F portfolio, value $11,999,229.

    13F-HR 0001172661-26-003296 filed by Keebeck Wealth Management
    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 31,320 shares
    Change vs previous 13F +1,280 shares

    1.09% of the 13F portfolio, value $9,693,853.

    13F-HR 0001172661-26-001942 filed by Keebeck Wealth Management
    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 30,040 shares
    Change vs previous 13F +285 shares

    1.2% of the 13F portfolio, value $10,396,844.

    13F-HR 0001172661-26-000927 filed by Keebeck Wealth Management
    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 29,755 shares
    Change vs previous 13F -2,754 shares

    1.16% of the 13F portfolio, value $9,816,472.

    13F-HR 0001172661-25-004934 filed by Keebeck Wealth Management
    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 32,509 shares
    Change vs previous 13F +32 shares

    1.18% of the 13F portfolio, value $8,961,106.

    13F-HR 0001172661-25-003388 filed by Keebeck Wealth Management
    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 32,477 shares
    Change vs previous 13F -9,683 shares

    0.8% of the 13F portfolio, value $5,437,624.

    13F-HR 0001172661-25-001975 filed by Keebeck Wealth Management
    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 42,160 shares
    Change vs previous 13F -445 shares

    1.41% of the 13F portfolio, value $9,774,374.

    13F-HR 0001172661-25-000854 filed by Keebeck Wealth Management
    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 42,605 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $7,349,363.

    13F-HR 0001172661-24-004848 filed by Keebeck Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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