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Disclosery

Oxford Wealth Group, LLC: AVGO position timeline

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

Oxford Wealth Group, LLC held 1,844 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,844 shares
    Change vs previous 13F +56 shares

    0.31% of the 13F portfolio, value $696,660.

    13F-HR 0001765380-26-000376 filed by Oxford Wealth Group, 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 1,788 shares
    Change vs previous 13F -53 shares

    0.3% of the 13F portfolio, value $553,474.

    13F-HR 0001765380-26-000201 filed by Oxford Wealth Group, 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 1,841 shares
    Change vs previous 13F -1,399 shares

    0.31% of the 13F portfolio, value $637,182.

    13F-HR 0001765380-26-000087 filed by Oxford Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 3,240 shares
    Change vs previous 13F +1,840 shares

    0.49% of the 13F portfolio, value $751,166.

    13F-HR 0001765380-25-000108 filed by Oxford Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 1,400 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $241,500.

    13F-HR 0001765380-24-000427 filed by Oxford Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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