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McGlone Suttner Wealth Management, Inc.: AVGO position timeline

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

McGlone Suttner Wealth Management, Inc. held 8,183 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,183 shares
    Change vs previous 13F +830 shares

    0.36% of the 13F portfolio, value $3,091,187.

    13F-HR 0001964819-26-000003 filed by McGlone Suttner 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 ended2026-03-31
    13F 7,353 shares
    Change vs previous 13F +171 shares

    0.3% of the 13F portfolio, value $2,275,688.

    13F-HR 0001964819-26-000002 filed by McGlone Suttner 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 ended2025-12-31
    13F 7,182 shares
    Change vs previous 13F +195 shares

    0.33% of the 13F portfolio, value $2,485,760.

    13F-HR 0001964819-26-000001 filed by McGlone Suttner 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 ended2025-09-30
    13F 6,987 shares
    Change vs previous 13F -228 shares

    0.32% of the 13F portfolio, value $2,305,239.

    13F-HR 0001964819-25-000007 filed by McGlone Suttner 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 ended2025-06-30
    13F 7,215 shares
    Change vs previous 13F +947 shares

    0.3% of the 13F portfolio, value $1,988,803.

    13F-HR 0001964819-25-000005 filed by McGlone Suttner 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 ended2025-03-31
    13F 6,268 shares
    Change vs previous 13F +1,003 shares

    0.17% of the 13F portfolio, value $1,049,454.

    13F-HR 0001964819-25-000002 filed by McGlone Suttner 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 ended2024-12-31
    13F 5,265 shares
    Change vs previous 13F -2,270 shares

    0.2% of the 13F portfolio, value $1,220,590.

    13F-HR 0001964819-25-000001 filed by McGlone Suttner 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 ended2024-09-30
    13F 7,535 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $1,299,769.

    13F-HR 0001964819-24-000004 filed by McGlone Suttner Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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