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Disclosery

Olistico Wealth, LLC: AVGO position timeline

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

Olistico Wealth, LLC held 10,680 AVGO shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 10,680 shares
    Change vs previous 13F -518 shares

    1.57% of the 13F portfolio, value $3,750,709.

    13F-HR 0001962695-26-000005 filed by Olistico Wealth, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 11,198 shares
    Change vs previous 13F 0 shares

    1.81% of the 13F portfolio, value $4,230,045.

    13F-HR 0001962695-26-000003 filed by Olistico 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 ended2026-03-31
    13F 11,198 shares
    Change vs previous 13F -441 shares

    1.71% of the 13F portfolio, value $3,465,893.

    13F-HR 0001962695-26-000002 filed by Olistico 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 ended2025-12-31
    13F 11,639 shares
    Change vs previous 13F +250 shares

    1.97% of the 13F portfolio, value $4,028,258.

    13F-HR 0001962695-26-000001 filed by Olistico 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 ended2025-09-30
    13F 11,389 shares
    Change vs previous 13F -72 shares

    1.99% of the 13F portfolio, value $3,757,345.

    13F-HR 0001962695-25-000005 filed by Olistico 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 ended2025-06-30
    13F 11,461 shares
    Change vs previous 13F +695 shares

    1.75% of the 13F portfolio, value $3,159,225.

    13F-HR 0001962695-25-000003 filed by Olistico 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 ended2025-03-31
    13F 10,766 shares
    Change vs previous 13F +688 shares

    1.11% of the 13F portfolio, value $1,802,551.

    13F-HR 0001965653-25-000005 filed by Olistico 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 ended2024-12-31
    13F 10,078 shares
    Change vs previous 13F not available

    1.36% of the 13F portfolio, value $2,336,484.

    13F-HR 0001962695-25-000001 filed by Olistico Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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