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LVW Advisors, LLC: AVGO position timeline

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

LVW Advisors, LLC held 23,287 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,287 shares
    Change vs previous 13F -3,071 shares

    0.76% of the 13F portfolio, value $8,796,812.

    13F-HR 0001576053-26-000004 filed by LVW 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 26,358 shares
    Change vs previous 13F -645 shares

    0.8% of the 13F portfolio, value $8,158,101.

    13F-HR 0001576053-26-000002 filed by LVW 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 27,003 shares
    Change vs previous 13F -4,273 shares

    0.95% of the 13F portfolio, value $9,345,633.

    13F-HR 0001576053-26-000001 filed by LVW 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 31,276 shares
    Change vs previous 13F +362 shares

    1.07% of the 13F portfolio, value $10,318,392.

    13F-HR 0001576053-25-000003 filed by LVW 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 30,914 shares
    Change vs previous 13F -2,275 shares

    0.95% of the 13F portfolio, value $8,521,325.

    13F-HR 0001085146-25-003901 filed by LVW 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 33,189 shares
    Change vs previous 13F -1,936 shares

    0.67% of the 13F portfolio, value $5,556,841.

    13F-HR 0001085146-25-001955 filed by LVW 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 35,125 shares
    Change vs previous 13F -5,610 shares

    1% of the 13F portfolio, value $8,143,468.

    13F-HR 0001085146-25-000247 filed by LVW 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 40,735 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $7,026,713.

    13F-HR 0001085146-24-004746 filed by LVW Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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