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Lineweaver Wealth Advisors, LLC: AVGO position timeline

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

Lineweaver Wealth Advisors, LLC held 36,920 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,920 shares
    Change vs previous 13F +281 shares

    1.66% of the 13F portfolio, value $13,946,670.

    13F-HR 0001797873-26-000005 filed by Lineweaver Wealth 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 36,639 shares
    Change vs previous 13F -781 shares

    1.53% of the 13F portfolio, value $11,340,145.

    13F-HR 0001797873-26-000002 filed by Lineweaver Wealth 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 37,420 shares
    Change vs previous 13F +9,863 shares

    1.77% of the 13F portfolio, value $12,951,003.

    13F-HR 0001797873-26-000001 filed by Lineweaver Wealth 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 27,557 shares
    Change vs previous 13F -3,866 shares

    1.33% of the 13F portfolio, value $9,091,334.

    13F-HR 0001085146-25-005908 filed by Lineweaver Wealth 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 31,423 shares
    Change vs previous 13F +146 shares

    1.37% of the 13F portfolio, value $8,661,847.

    13F-HR 0001085146-25-003672 filed by Lineweaver Wealth 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 31,277 shares
    Change vs previous 13F +3,886 shares

    0.89% of the 13F portfolio, value $5,237,613.

    13F-HR 0001085146-25-002551 filed by Lineweaver Wealth 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 27,391 shares
    Change vs previous 13F +4,256 shares

    1.17% of the 13F portfolio, value $6,352,106.

    13F-HR 0001085146-25-000770 filed by Lineweaver Wealth 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 23,135 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $3,993,031.

    13F-HR 0001085146-24-005136 filed by Lineweaver Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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