PALO ALTO WEALTH ADVISORS, LLC: AVGO position timeline

PALO ALTO WEALTH ADVISORS, LLC held 5,331 AVGO shares at 2025-09-30 per its 13F-HR filed 2025-11-12.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 5,331 shares

   Change vs previous 13F +2,494 shares

   0.55% of the 13F portfolio, value $1,876,141.

   13F-HR 0001951757-25-001406 filed by PALO ALTO WEALTH ADVISORS, LLC
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

2. period ended2025-06-30

   13F 2,837 shares

   Change vs previous 13F +24 shares

   0.3% of the 13F portfolio, value $782,156.

   13F-HR 0001951757-25-001091 filed by PALO ALTO WEALTH ADVISORS, LLC
   Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

3. period ended2025-03-31

   13F 2,813 shares

   Change vs previous 13F +133 shares

   0.26% of the 13F portfolio, value $653,898.

   13F-HR 0001951757-25-000562 filed by PALO ALTO WEALTH ADVISORS, LLC
   Filed 2025-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

4. period ended2024-12-31

   13F 2,680 shares

   Change vs previous 13F +241 shares

   0.22% of the 13F portfolio, value $621,407.

   13F-HR 0001951757-25-000266 filed by PALO ALTO WEALTH ADVISORS, LLC
   Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

5. period ended2024-09-30

   13F 2,439 shares

   Change vs previous 13F not available

   0.18% of the 13F portfolio, value $439,041.

   13F-HR 0001951757-24-001178 filed by PALO ALTO WEALTH ADVISORS, LLC
   Filed 2024-11-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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