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Lifeworks Advisors, LLC: AVGO position timeline

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

Lifeworks Advisors, LLC held 6,239 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 6,239 shares
    Change vs previous 13F +2,262 shares

    0.25% of the 13F portfolio, value $2,356,876.

    13F-HR 0001951757-26-001262 filed by Lifeworks Advisors, 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 3,977 shares
    Change vs previous 13F -284 shares

    0.16% of the 13F portfolio, value $1,230,906.

    13F-HR 0001951757-26-000767 filed by Lifeworks Advisors, 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 4,261 shares
    Change vs previous 13F -141 shares

    0.19% of the 13F portfolio, value $1,474,677.

    13F-HR 0001951757-26-000453 filed by Lifeworks Advisors, 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 4,402 shares
    Change vs previous 13F -717 shares

    0.19% of the 13F portfolio, value $1,452,361.

    13F-HR 0001951757-25-001383 filed by Lifeworks Advisors, 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 5,119 shares
    Change vs previous 13F -13,979 shares

    0.21% of the 13F portfolio, value $1,410,989.

    13F-HR 0001951757-25-001025 filed by Lifeworks Advisors, 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 19,098 shares
    Change vs previous 13F -2,229 shares

    0.53% of the 13F portfolio, value $3,197,564.

    13F-HR 0001951757-25-000515 filed by Lifeworks Advisors, 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 21,327 shares
    Change vs previous 13F +499 shares

    0.89% of the 13F portfolio, value $4,944,486.

    13F-HR 0001951757-25-000200 filed by Lifeworks Advisors, 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 20,828 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $3,592,892.

    13F-HR 0001951757-24-001176 filed by Lifeworks Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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