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Disclosery

NWAM LLC: AVGO position timeline

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

NWAM LLC held 100,961 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 100,961 shares
    Change vs previous 13F +2,916 shares

    1.91% of the 13F portfolio, value $38,137,927.

    13F-HR 0001655006-26-000005 filed by NWAM 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 98,045 shares
    Change vs previous 13F +9,477 shares

    1.75% of the 13F portfolio, value $30,345,868.

    13F-HR 0001655006-26-000004 filed by NWAM 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 88,568 shares
    Change vs previous 13F -3,275 shares

    1.61% of the 13F portfolio, value $28,825,640.

    13F-HR 0001655006-26-000001 filed by NWAM 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/A 91,843 shares
    Change vs previous 13F -3,525 shares

    1.74% of the 13F portfolio, value $32,025,986.

    13F-HR/A 0001655006-26-000002 filed by NWAM 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/A 95,368 shares
    Change vs previous 13F +399 shares

    1.62% of the 13F portfolio, value $27,963,434.

    13F-HR/A 0001655006-26-000003 filed by NWAM 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 94,969 shares
    Change vs previous 13F +399 shares

    1.37% of the 13F portfolio, value $15,900,738.

    13F-HR 0001085146-25-002583 filed by NWAM 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 94,570 shares
    Change vs previous 13F +3,244 shares

    1.36% of the 13F portfolio, value $21,925,056.

    13F-HR 0001085146-25-000766 filed by NWAM 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 91,326 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $15,753,756.

    13F-HR 0001085146-24-005501 filed by NWAM LLC
    Filed (acceptance time not in the bulk data set), ingested

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