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Meridian Wealth Management, LLC: AVGO position timeline

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

Meridian Wealth Management, LLC held 136,509 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 136,509 shares
    Change vs previous 13F +3,671 shares

    1.6% of the 13F portfolio, value $51,566,186.

    13F-HR 0001697300-26-000010 filed by Meridian Wealth Management, 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 132,838 shares
    Change vs previous 13F +208 shares

    1.46% of the 13F portfolio, value $41,114,624.

    13F-HR 0001697300-26-000004 filed by Meridian Wealth Management, 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 132,630 shares
    Change vs previous 13F +7,087 shares

    1.62% of the 13F portfolio, value $45,903,285.

    13F-HR 0001697300-26-000002 filed by Meridian Wealth Management, 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 125,543 shares
    Change vs previous 13F +13,489 shares

    1.59% of the 13F portfolio, value $41,417,946.

    13F-HR 0001697300-25-000010 filed by Meridian Wealth Management, 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 112,054 shares
    Change vs previous 13F +35,628 shares

    1.32% of the 13F portfolio, value $30,887,809.

    13F-HR 0001697300-25-000006 filed by Meridian Wealth Management, 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 76,426 shares
    Change vs previous 13F +3,813 shares

    0.62% of the 13F portfolio, value $12,795,956.

    13F-HR 0001697300-25-000004 filed by Meridian Wealth Management, 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 72,613 shares
    Change vs previous 13F +7,278 shares

    0.8% of the 13F portfolio, value $16,834,607.

    13F-HR 0001697300-25-000002 filed by Meridian Wealth Management, 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 65,335 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $11,270,360.

    13F-HR 0001697300-24-000010 filed by Meridian Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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