Lodestone Wealth Management LLC: AVGO position timeline

Lodestone Wealth Management LLC held 3,309 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 3,309 shares

   Change vs previous 13F +117 shares

   0.44% of the 13F portfolio, value $1,249,967.

   13F-HR 0001950158-26-000004 filed by Lodestone Wealth Management LLC
   Filed 2026-07-24 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F/A 3,192 shares

   Change vs previous 13F +1,255 shares

   0.39% of the 13F portfolio, value $987,975.

   13F-HR/A 0001950158-26-000003 filed by Lodestone Wealth Management LLC
   Filed 2026-05-01 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 1,937 shares

   Change vs previous 13F +671 shares

   0.27% of the 13F portfolio, value $670,317.

   13F-HR 0001950158-26-000001 filed by Lodestone Wealth Management LLC
   Filed 2026-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 1,266 shares

   Change vs previous 13F +314 shares

   0.19% of the 13F portfolio, value $417,532.

   13F-HR 0001950158-25-000007 filed by Lodestone Wealth Management LLC
   Filed 2025-10-24 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 952 shares

   Change vs previous 13F not available

   0.13% of the 13F portfolio, value $262,340.

   13F-HR 0001754960-25-000570 filed by Lodestone Wealth Management LLC
   Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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