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Disclosery

Performance Wealth Partners, LLC: AVGO position timeline

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

Performance Wealth Partners, LLC held 181,126 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 181,126 shares
    Change vs previous 13F +7,249 shares

    1.7% of the 13F portfolio, value $68,420,493.

    13F-HR 0001951757-26-001190 filed by Performance Wealth Partners, 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 173,877 shares
    Change vs previous 13F +4,121 shares

    1.56% of the 13F portfolio, value $53,816,602.

    13F-HR 0001951757-26-000568 filed by Performance Wealth Partners, 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 169,756 shares
    Change vs previous 13F +7,567 shares

    1.59% of the 13F portfolio, value $58,752,706.

    13F-HR 0001951757-26-000258 filed by Performance Wealth Partners, 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 162,189 shares
    Change vs previous 13F +8,228 shares

    1.49% of the 13F portfolio, value $53,507,829.

    13F-HR 0001951757-25-001310 filed by Performance Wealth Partners, 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 153,961 shares
    Change vs previous 13F -4,975 shares

    1.36% of the 13F portfolio, value $42,439,410.

    13F-HR 0001951757-25-000972 filed by Performance Wealth Partners, 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 158,936 shares
    Change vs previous 13F +22,007 shares

    0.95% of the 13F portfolio, value $26,610,668.

    13F-HR 0001951757-25-000393 filed by Performance Wealth Partners, 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 136,929 shares
    Change vs previous 13F -4,649 shares

    1.02% of the 13F portfolio, value $31,745,525.

    13F-HR 0001951757-25-000052 filed by Performance Wealth Partners, 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 141,578 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $24,422,241.

    13F-HR 0001951757-24-001005 filed by Performance Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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