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MFA Wealth Services: AVGO position timeline

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

MFA Wealth Services held 4,330 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,330 shares
    Change vs previous 13F +129 shares

    0.98% of the 13F portfolio, value $1,635,519.

    13F-HR 0001754960-26-000585 filed by MFA Wealth Services
    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 4,201 shares
    Change vs previous 13F +66 shares

    0.86% of the 13F portfolio, value $1,300,184.

    13F-HR 0001754960-26-000297 filed by MFA Wealth Services
    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 4,135 shares
    Change vs previous 13F -496 shares

    0.97% of the 13F portfolio, value $1,431,220.

    13F-HR 0001754960-26-000075 filed by MFA Wealth Services
    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 4,631 shares
    Change vs previous 13F -131 shares

    1.05% of the 13F portfolio, value $1,527,898.

    13F-HR 0001754960-25-000793 filed by MFA Wealth Services
    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 4,762 shares
    Change vs previous 13F +76 shares

    0.99% of the 13F portfolio, value $1,312,750.

    13F-HR 0001754960-25-000478 filed by MFA Wealth Services
    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 4,686 shares
    Change vs previous 13F -132 shares

    0.65% of the 13F portfolio, value $784,647.

    13F-HR 0001754960-25-000207 filed by MFA Wealth Services
    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 4,818 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $1,116,903.

    13F-HR 0001754960-25-000045 filed by MFA Wealth Services
    Filed (acceptance time not in the bulk data set), ingested

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