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Masso Torrence Wealth Management Inc.: AVGO position timeline

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

Masso Torrence Wealth Management Inc. held 26,066 AVGO shares at 2025-09-30 per its 13F-HR filed 2025-10-20.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 26,066 shares
    Change vs previous 13F +352 shares

    3.58% of the 13F portfolio, value $8,599,580.

    13F-HR 0001903153-25-000005 filed by Masso Torrence Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 25,714 shares
    Change vs previous 13F +2,068 shares

    3.28% of the 13F portfolio, value $7,088,034.

    13F-HR 0001903153-25-000003 filed by Masso Torrence Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 23,646 shares
    Change vs previous 13F -709 shares

    2.11% of the 13F portfolio, value $3,959,027.

    13F-HR 0001903153-25-000002 filed by Masso Torrence Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 24,355 shares
    Change vs previous 13F -1,834 shares

    2.97% of the 13F portfolio, value $5,646,414.

    13F-HR 0002049064-25-000001 filed by Masso Torrence Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 26,189 shares
    Change vs previous 13F +23,539 shares

    2.44% of the 13F portfolio, value $4,517,680.

    13F-HR 0002035324-24-000007 filed by Masso Torrence Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 2,650 shares
    Change vs previous 13F -14 shares

    2.36% of the 13F portfolio, value $4,254,976.

    13F-HR 0001887441-24-000007 filed by Masso Torrence Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 2,664 shares
    Change vs previous 13F -143 shares

    2.09% of the 13F portfolio, value $3,531,276.

    13F-HR 0001903153-24-000002 filed by Masso Torrence Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 2,807 shares
    Change vs previous 13F not available

    2.14% of the 13F portfolio, value $3,132,885.

    13F-HR 0001903153-24-000001 filed by Masso Torrence Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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