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Marble Wealth, LLC: AVGO position timeline

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

Marble Wealth, LLC held 39,037 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,037 shares
    Change vs previous 13F -2,826 shares

    2.26% of the 13F portfolio, value $14,746,284.

    13F-HR 0001951757-26-001167 filed by Marble Wealth, 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 41,863 shares
    Change vs previous 13F -1,419 shares

    2.27% of the 13F portfolio, value $12,957,067.

    13F-HR 0001951757-26-000869 filed by Marble Wealth, 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 43,282 shares
    Change vs previous 13F not available

    2.08% of the 13F portfolio, value $14,979,969.

    13F-HR 0001951757-26-000415 filed by Marble Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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