Skip to content
Disclosery

Obermeyer Wealth Partners: AVGO position timeline

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

Obermeyer Wealth Partners held 192,213 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 192,213 shares
    Change vs previous 13F -591 shares

    2.97% of the 13F portfolio, value $72,608,625.

    13F-HR 0001349654-26-000003 filed by Obermeyer Wealth Partners
    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 192,804 shares
    Change vs previous 13F +186 shares

    2.75% of the 13F portfolio, value $59,674,624.

    13F-HR 0001349654-26-000002 filed by Obermeyer Wealth Partners
    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 192,618 shares
    Change vs previous 13F -8,915 shares

    3.05% of the 13F portfolio, value $66,664,946.

    13F-HR 0001349654-26-000001 filed by Obermeyer Wealth Partners
    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 201,533 shares
    Change vs previous 13F -1,537 shares

    3.11% of the 13F portfolio, value $66,487,802.

    13F-HR 0001349654-25-000008 filed by Obermeyer Wealth Partners
    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 203,070 shares
    Change vs previous 13F -5,121 shares

    2.79% of the 13F portfolio, value $55,976,299.

    13F-HR 0001085146-25-004535 filed by Obermeyer Wealth Partners
    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 208,191 shares
    Change vs previous 13F +778 shares

    1.86% of the 13F portfolio, value $34,857,398.

    13F-HR 0001085146-25-002611 filed by Obermeyer Wealth Partners
    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 207,413 shares
    Change vs previous 13F -5,860 shares

    2.5% of the 13F portfolio, value $48,086,603.

    13F-HR 0001085146-25-001371 filed by Obermeyer Wealth Partners
    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 213,273 shares
    Change vs previous 13F not available

    1.97% of the 13F portfolio, value $36,789,612.

    13F-HR 0001085146-24-005376 filed by Obermeyer Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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