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Disclosery

MBL Wealth, LLC: AVGO position timeline

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

MBL Wealth, LLC held 14,913 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 14,913 shares
    Change vs previous 13F -2,627 shares

    0.39% of the 13F portfolio, value $5,633,386.

    13F-HR 0001437749-26-023609 filed by MBL 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 17,540 shares
    Change vs previous 13F +530 shares

    0.41% of the 13F portfolio, value $5,428,807.

    13F-HR 0001437749-26-013587 filed by MBL 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 17,010 shares
    Change vs previous 13F +4,321 shares

    0.47% of the 13F portfolio, value $5,887,162.

    13F-HR 0001437749-26-001627 filed by MBL Wealth, 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 12,689 shares
    Change vs previous 13F -377 shares

    0.37% of the 13F portfolio, value $4,186,229.

    13F-HR 0001437749-25-031122 filed by MBL Wealth, 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 13,066 shares
    Change vs previous 13F -63 shares

    0.34% of the 13F portfolio, value $3,601,644.

    13F-HR 0001437749-25-023178 filed by MBL Wealth, 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 13,129 shares
    Change vs previous 13F +2,612 shares

    0.22% of the 13F portfolio, value $2,198,189.

    13F-HR 0001437749-25-017955 filed by MBL Wealth, 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 10,517 shares
    Change vs previous 13F -160 shares

    0.24% of the 13F portfolio, value $2,438,262.

    13F-HR 0001437749-25-012433 filed by MBL Wealth, 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 10,677 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,841,783.

    13F-HR 0001437749-25-000682 filed by MBL Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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