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Disclosery

NewEdge Wealth, LLC: AVGO position timeline

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

NewEdge Wealth, LLC held 502,221 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 502,221 shares
    Change vs previous 13F -10,467 shares

    1.91% of the 13F portfolio, value $189,714,055.

    13F-HR 0001580642-26-005094 filed by NewEdge 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 512,688 shares
    Change vs previous 13F +43,411 shares

    1.89% of the 13F portfolio, value $158,682,064.

    13F-HR 0001580642-26-003156 filed by NewEdge 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 469,277 shares
    Change vs previous 13F +74,569 shares

    1.84% of the 13F portfolio, value $162,416,860.

    13F-HR 0001580642-26-000700 filed by NewEdge 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 394,708 shares
    Change vs previous 13F -31,419 shares

    2.03% of the 13F portfolio, value $141,692,179.

    13F-HR 0001580642-25-007152 filed by NewEdge 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 426,127 shares
    Change vs previous 13F +55,739 shares

    2.03% of the 13F portfolio, value $129,440,391.

    13F-HR 0001580642-25-005035 filed by NewEdge 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 370,388 shares
    Change vs previous 13F -58,249 shares

    1.12% of the 13F portfolio, value $62,014,094.

    13F-HR 0001580642-25-003038 filed by NewEdge 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 428,637 shares
    Change vs previous 13F +25,296 shares

    1.72% of the 13F portfolio, value $99,375,166.

    13F-HR 0001580642-25-000776 filed by NewEdge 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 403,341 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $69,576,242.

    13F-HR 0001580642-24-006887 filed by NewEdge Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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