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MGB Wealth Management, LLC: AVGO position timeline

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

MGB Wealth Management, LLC held 31,511 AVGO shares at 2025-12-31 per its 13F-HR filed 2026-02-17.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 31,511 shares
    Change vs previous 13F -553 shares

    3.13% of the 13F portfolio, value $10,925,069.

    13F-HR 0001398344-26-003282 filed by MGB 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 ended2025-09-30
    13F 32,064 shares
    Change vs previous 13F -2,744 shares

    2.98% of the 13F portfolio, value $10,564,794.

    13F-HR 0001398344-25-020694 filed by MGB 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 ended2025-06-30
    13F 34,808 shares
    Change vs previous 13F -2,782 shares

    3.14% of the 13F portfolio, value $9,537,400.

    13F-HR 0001398344-25-015751 filed by MGB 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 ended2025-03-31
    13F 37,590 shares
    Change vs previous 13F -206 shares

    2.28% of the 13F portfolio, value $6,314,320.

    13F-HR 0001398344-25-009094 filed by MGB 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 ended2024-12-31
    13F 37,796 shares
    Change vs previous 13F +511 shares

    2.73% of the 13F portfolio, value $8,807,679.

    13F-HR 0001398344-25-001402 filed by MGB 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 ended2024-09-30
    13F 37,285 shares
    Change vs previous 13F +33,561 shares

    2.35% of the 13F portfolio, value $6,433,991.

    13F-HR 0001398344-24-020522 filed by MGB 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 ended2024-06-30
    13F 3,724 shares
    Change vs previous 13F +6 shares

    2.37% of the 13F portfolio, value $6,341,872.

    13F-HR 0001398344-24-014361 filed by MGB 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 ended2024-03-31
    13F 3,718 shares
    Change vs previous 13F not available

    2% of the 13F portfolio, value $4,925,747.

    13F-HR 0001398344-24-008800 filed by MGB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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