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Disclosery

LPWM LLC: AVGO position timeline

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

LPWM LLC held 4,750 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 4,750 shares
    Change vs previous 13F 0 shares

    0.4% of the 13F portfolio, value $1,794,431.

    13F-HR 0001951757-26-001044 filed by LPWM 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 4,750 shares
    Change vs previous 13F -1,029 shares

    0.37% of the 13F portfolio, value $1,470,270.

    13F-HR 0001951757-26-000557 filed by LPWM 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 5,779 shares
    Change vs previous 13F +308 shares

    0.5% of the 13F portfolio, value $2,000,220.

    13F-HR 0001951757-26-000010 filed by LPWM 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 5,471 shares
    Change vs previous 13F +14 shares

    0.48% of the 13F portfolio, value $1,804,831.

    13F-HR 0001951757-25-001174 filed by LPWM 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 5,457 shares
    Change vs previous 13F +4 shares

    0.44% of the 13F portfolio, value $1,504,268.

    13F-HR 0001951757-25-000587 filed by LPWM 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 5,453 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $912,996.

    13F-HR 0001951757-25-000345 filed by LPWM 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 5,453 shares
    Change vs previous 13F -167 shares

    0.41% of the 13F portfolio, value $1,264,224.

    13F-HR 0001951757-25-000018 filed by LPWM 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 5,620 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $966,022.

    13F-HR 0001951757-24-000983 filed by LPWM LLC
    Filed (acceptance time not in the bulk data set), ingested

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