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Kingsview Wealth Management, LLC: AVGO position timeline

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

Kingsview Wealth Management, LLC held 264,273 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-08-19.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 264,273 shares
    Change vs previous 13F -41,814 shares

    1.21% of the 13F portfolio, value $99,829,090.

    13F-HR 0001791965-26-000005 filed by Kingsview 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 306,087 shares
    Change vs previous 13F +187,076 shares

    1.29% of the 13F portfolio, value $94,736,994.

    13F-HR 0001791965-26-000003 filed by Kingsview 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 119,011 shares
    Change vs previous 13F +4,457 shares

    0.59% of the 13F portfolio, value $41,189,812.

    13F-HR 0001791965-26-000001 filed by Kingsview 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 114,554 shares
    Change vs previous 13F +318 shares

    0.58% of the 13F portfolio, value $37,792,571.

    13F-HR 0001791965-25-000007 filed by Kingsview 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 114,236 shares
    Change vs previous 13F +705 shares

    0.53% of the 13F portfolio, value $31,489,188.

    13F-HR 0001791965-25-000005 filed by Kingsview 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 113,531 shares
    Change vs previous 13F +1,729 shares

    0.36% of the 13F portfolio, value $19,008,545.

    13F-HR 0001791965-25-000004 filed by Kingsview 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 111,802 shares
    Change vs previous 13F +13,933 shares

    0.5% of the 13F portfolio, value $25,920,136.

    13F-HR 0001791965-25-000001 filed by Kingsview 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 97,869 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $16,882,357.

    13F-HR 0001791965-24-000008 filed by Kingsview Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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