Skip to content
Disclosery

MOKAN Wealth Management Inc.: AVGO position timeline

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

MOKAN Wealth Management Inc. held 26,135 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,135 shares
    Change vs previous 13F +430 shares

    3.77% of the 13F portfolio, value $9,871,058.

    13F-HR 0002053727-26-000003 filed by MOKAN 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 25,705 shares
    Change vs previous 13F -1,103 shares

    3.52% of the 13F portfolio, value $7,954,106.

    13F-HR 0002053727-26-000002 filed by MOKAN 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 26,808 shares
    Change vs previous 13F +1,473 shares

    4.12% of the 13F portfolio, value $9,279,636.

    13F-HR 0002053727-26-000001 filed by MOKAN 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 25,335 shares
    Change vs previous 13F -2,613 shares

    4.21% of the 13F portfolio, value $8,359,233.

    13F-HR 0002053727-25-000002 filed by MOKAN 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 27,948 shares
    Change vs previous 13F -3,569 shares

    4.31% of the 13F portfolio, value $7,705,554.

    13F-HR 0001085146-25-004166 filed by MOKAN 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 31,517 shares
    Change vs previous 13F +1,293 shares

    3.18% of the 13F portfolio, value $5,275,556.

    13F-HR 0001085146-25-002264 filed by MOKAN 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 30,224 shares
    Change vs previous 13F not available

    4.46% of the 13F portfolio, value $7,008,056.

    13F-HR 0001085146-25-000648 filed by MOKAN Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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