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
- period ended2026-06-3013F 36,920 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 36,639 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 37,420 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 27,557 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 31,423 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 31,277 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 27,391 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 23,135 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).