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New Insight Wealth Advisors: AVGO position timeline

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

New Insight Wealth Advisors held 7,059 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 7,059 shares
    Change vs previous 13F +433 shares

    0.79% of the 13F portfolio, value $2,666,420.

    13F-HR 0002022328-26-000003 filed by New Insight Wealth Advisors
    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 6,626 shares
    Change vs previous 13F -151 shares

    0.74% of the 13F portfolio, value $2,050,827.

    13F-HR 0002022328-26-000002 filed by New Insight Wealth Advisors
    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 6,777 shares
    Change vs previous 13F -343 shares

    0.84% of the 13F portfolio, value $2,345,579.

    13F-HR 0002022328-26-000001 filed by New Insight Wealth Advisors
    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 7,120 shares
    Change vs previous 13F -240 shares

    0.88% of the 13F portfolio, value $2,349,071.

    13F-HR 0002085853-25-000189 filed by New Insight Wealth Advisors
    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 7,360 shares
    Change vs previous 13F -1,199 shares

    0.83% of the 13F portfolio, value $2,028,698.

    13F-HR 0001667731-25-000846 filed by New Insight Wealth Advisors
    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 8,559 shares
    Change vs previous 13F +37 shares

    0.65% of the 13F portfolio, value $1,433,019.

    13F-HR 0001667731-25-000559 filed by New Insight Wealth Advisors
    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 8,522 shares
    Change vs previous 13F -178 shares

    0.99% of the 13F portfolio, value $1,975,651.

    13F-HR 0001667731-25-000218 filed by New Insight Wealth Advisors
    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 8,700 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $1,500,702.

    13F-HR 0002022328-24-000002 filed by New Insight Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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