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Disclosery

Peak Planning Group, LLC: AVGO position timeline

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

Peak Planning Group, LLC held 7,665 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 7,665 shares
    Change vs previous 13F +376 shares

    0.65% of the 13F portfolio, value $2,895,240.

    13F-HR 0001951757-26-001241 filed by Peak Planning 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 7,289 shares
    Change vs previous 13F -51 shares

    0.63% of the 13F portfolio, value $2,255,838.

    13F-HR 0001951757-26-000701 filed by Peak Planning 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 7,340 shares
    Change vs previous 13F +1,976 shares

    0.71% of the 13F portfolio, value $2,540,360.

    13F-HR 0001951757-26-000428 filed by Peak Planning 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 ended2025-09-30
    13F 5,364 shares
    Change vs previous 13F +5 shares

    0.92% of the 13F portfolio, value $1,769,606.

    13F-HR 0001951757-26-000905 filed by Peak Planning 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 ended2025-06-30
    13F 5,359 shares
    Change vs previous 13F -1,127 shares

    0.95% of the 13F portfolio, value $1,477,319.

    13F-HR 0001951757-26-000923 filed by Peak Planning Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 6,486 shares
    Change vs previous 13F -46 shares

    0.46% of the 13F portfolio, value $1,085,893.

    13F-HR 0001951757-26-000925 filed by Peak Planning Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 6,532 shares
    Change vs previous 13F +380 shares

    0.63% of the 13F portfolio, value $1,514,353.

    13F-HR 0001951757-26-000904 filed by Peak Planning Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 6,152 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $1,061,084.

    13F-HR 0001951757-26-000926 filed by Peak Planning Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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