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Disclosery

Naviter Wealth, LLC: AVGO position timeline

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

Naviter Wealth, LLC held 42,982 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,982 shares
    Change vs previous 13F +7,648 shares

    1.47% of the 13F portfolio, value $16,236,449.

    13F-HR 0001951757-26-001175 filed by Naviter Wealth, 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 35,334 shares
    Change vs previous 13F +2,580 shares

    1.37% of the 13F portfolio, value $10,936,151.

    13F-HR 0001951757-26-000571 filed by Naviter Wealth, 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 32,754 shares
    Change vs previous 13F -4,150 shares

    1.48% of the 13F portfolio, value $11,336,281.

    13F-HR 0001951757-26-000260 filed by Naviter Wealth, 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 36,904 shares
    Change vs previous 13F +1,826 shares

    1.42% of the 13F portfolio, value $12,175,075.

    13F-HR 0001951757-25-001297 filed by Naviter Wealth, 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 35,078 shares
    Change vs previous 13F -4,534 shares

    1.19% of the 13F portfolio, value $9,669,284.

    13F-HR 0001951757-25-000971 filed by Naviter Wealth, 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 39,612 shares
    Change vs previous 13F -1,359 shares

    0.81% of the 13F portfolio, value $6,722,528.

    13F-HR 0001951757-25-000456 filed by Naviter Wealth, 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 40,971 shares
    Change vs previous 13F +14,681 shares

    1.15% of the 13F portfolio, value $9,498,717.

    13F-HR 0001951757-25-000201 filed by Naviter Wealth, 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 26,290 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $4,535,025.

    13F-HR 0001951757-24-001052 filed by Naviter Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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