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LAKE STREET PRIVATE WEALTH, LLC: AVGO position timeline

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

LAKE STREET PRIVATE WEALTH, LLC held 31,678 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,678 shares
    Change vs previous 13F +9,502 shares

    1.37% of the 13F portfolio, value $11,966,482.

    13F-HR 0001772031-26-000003 filed by LAKE STREET PRIVATE 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 ended2026-03-31
    13F 22,176 shares
    Change vs previous 13F -2,236 shares

    0.87% of the 13F portfolio, value $6,863,710.

    13F-HR 0001772031-26-000002 filed by LAKE STREET PRIVATE 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 ended2025-12-31
    13F 24,412 shares
    Change vs previous 13F -682 shares

    1.03% of the 13F portfolio, value $8,448,852.

    13F-HR 0001772031-26-000001 filed by LAKE STREET PRIVATE 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 ended2025-09-30
    13F 25,094 shares
    Change vs previous 13F +484 shares

    1.07% of the 13F portfolio, value $8,278,906.

    13F-HR 0001772031-25-000006 filed by LAKE STREET PRIVATE 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 ended2025-06-30
    13F 24,610 shares
    Change vs previous 13F +2,808 shares

    0.97% of the 13F portfolio, value $6,783,871.

    13F-HR 0001772031-25-000003 filed by LAKE STREET PRIVATE 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 ended2025-03-31
    13F 21,802 shares
    Change vs previous 13F +806 shares

    0.59% of the 13F portfolio, value $3,650,371.

    13F-HR 0001772031-25-000002 filed by LAKE STREET PRIVATE 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 ended2024-12-31
    13F 20,996 shares
    Change vs previous 13F -929 shares

    0.78% of the 13F portfolio, value $4,868,229.

    13F-HR 0001772031-25-000001 filed by LAKE STREET PRIVATE 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 ended2024-09-30
    13F 21,925 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $3,782,088.

    13F-HR 0001772031-24-000006 filed by LAKE STREET PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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