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Disclosery

VANTAGE WEALTH: AVGO position timeline

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

VANTAGE WEALTH held 7,773 AVGO shares at 2025-12-31 per its 13F-HR filed 2026-01-14.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 7,773 shares
    Change vs previous 13F -97 shares

    0.58% of the 13F portfolio, value $2,690,235.

    13F-HR 0001172661-26-000188 filed by VANTAGE WEALTH
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 7,870 shares
    Change vs previous 13F -130 shares

    0.56% of the 13F portfolio, value $2,596,392.

    13F-HR 0001172661-25-004278 filed by VANTAGE WEALTH
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 8,000 shares
    Change vs previous 13F 0 shares

    0.5% of the 13F portfolio, value $2,205,200.

    13F-HR 0001172661-25-002565 filed by VANTAGE WEALTH
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 8,000 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $1,339,440.

    13F-HR 0001569174-25-000005 filed by VANTAGE WEALTH
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 8,000 shares
    Change vs previous 13F 0 shares

    0.4% of the 13F portfolio, value $1,854,720.

    13F-HR 0001569174-25-000002 filed by VANTAGE WEALTH
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 8,000 shares
    Change vs previous 13F +7,200 shares

    0.3% of the 13F portfolio, value $1,380,000.

    13F-HR 0001569174-24-000007 filed by VANTAGE WEALTH
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 800 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $1,284,424.

    13F-HR 0001569174-24-000006 filed by VANTAGE WEALTH
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 800 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $1,060,328.

    13F-HR 0001569174-24-000005 filed by VANTAGE WEALTH
    Filed (acceptance time not in the bulk data set), ingested

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