Palumbo Wealth Management LLC: AVGO position timeline

Palumbo Wealth Management LLC held 3,391 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 3,391 shares

   Change vs previous 13F +248 shares

   0.27% of the 13F portfolio, value $1,280,929.

   13F-HR 0001951757-26-001230 filed by Palumbo Wealth Management LLC
   Filed 2026-08-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 3,143 shares

   Change vs previous 13F +164 shares

   0.24% of the 13F portfolio, value $972,833.

   13F-HR 0001951757-26-000821 filed by Palumbo Wealth Management LLC
   Filed 2026-05-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 2,979 shares

   Change vs previous 13F +605 shares

   0.25% of the 13F portfolio, value $1,031,081.

   13F-HR 0001951757-26-000262 filed by Palumbo Wealth Management LLC
   Filed 2026-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 2,374 shares

   Change vs previous 13F +368 shares

   0.09% of the 13F portfolio, value $287,446.

   13F-HR 0001951757-25-001362 filed by Palumbo Wealth Management LLC
   Filed 2025-11-10 (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).

5. period ended2025-06-30

   13F 2,006 shares

   Change vs previous 13F not available

   0.17% of the 13F portfolio, value $553,087.

   13F-HR 0001951757-25-000827 filed by Palumbo Wealth Management LLC
   Filed 2025-07-15 (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).