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Moran Wealth Management, LLC: AVGO position timeline

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

Moran Wealth Management, LLC held 174,797 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 174,797 shares
    Change vs previous 13F -14,489 shares

    1.8% of the 13F portfolio, value $66,029,718.

    13F-HR 0001965334-26-000004 filed by Moran 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 189,286 shares
    Change vs previous 13F -15,837 shares

    1.79% of the 13F portfolio, value $58,586,034.

    13F-HR 0002085853-26-000507 filed by Moran 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 205,123 shares
    Change vs previous 13F -23,066 shares

    2.18% of the 13F portfolio, value $70,993,209.

    13F-HR 0002085853-26-000091 filed by Moran 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 228,189 shares
    Change vs previous 13F -46,145 shares

    2.27% of the 13F portfolio, value $75,281,965.

    13F-HR 0002085853-25-000149 filed by Moran 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 274,334 shares
    Change vs previous 13F -11,744 shares

    2.34% of the 13F portfolio, value $75,620,278.

    13F-HR 0001667731-25-000988 filed by Moran 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 286,078 shares
    Change vs previous 13F +21,093 shares

    1.61% of the 13F portfolio, value $47,898,106.

    13F-HR 0001667731-25-000498 filed by Moran 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 264,985 shares
    Change vs previous 13F -6,744 shares

    1.96% of the 13F portfolio, value $61,434,215.

    13F-HR 0001667731-25-000219 filed by Moran 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 271,729 shares
    Change vs previous 13F not available

    1.44% of the 13F portfolio, value $46,873,235.

    13F-HR 0001221073-24-000098 filed by Moran Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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