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Modera Wealth Management, LLC: AVGO position timeline

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

Modera Wealth Management, LLC held 287,051 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 287,051 shares
    Change vs previous 13F -29,887 shares

    1.16% of the 13F portfolio, value $108,433,437.

    13F-HR 0001398344-26-013292 filed by Modera 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 316,938 shares
    Change vs previous 13F -21,783 shares

    1.18% of the 13F portfolio, value $98,095,335.

    13F-HR 0001398344-26-008552 filed by Modera 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 338,721 shares
    Change vs previous 13F -30,102 shares

    1.36% of the 13F portfolio, value $117,231,347.

    13F-HR 0001398344-26-000944 filed by Modera 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 368,823 shares
    Change vs previous 13F -25,403 shares

    1.41% of the 13F portfolio, value $121,678,310.

    13F-HR 0001398344-25-020069 filed by Modera 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 394,226 shares
    Change vs previous 13F -12,008 shares

    1.35% of the 13F portfolio, value $108,668,311.

    13F-HR 0001398344-25-014578 filed by Modera 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 406,234 shares
    Change vs previous 13F -21,919 shares

    0.92% of the 13F portfolio, value $68,015,786.

    13F-HR 0001398344-25-008976 filed by Modera 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 428,153 shares
    Change vs previous 13F -12,429 shares

    1.2% of the 13F portfolio, value $99,262,886.

    13F-HR 0001398344-25-002046 filed by Modera 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 440,582 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $76,000,372.

    13F-HR 0001398344-24-019314 filed by Modera Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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