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Perigon Wealth Management, LLC: AVGO position timeline

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

Perigon Wealth Management, LLC held 157,458 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 157,458 shares
    Change vs previous 13F +6,787 shares

    0.94% of the 13F portfolio, value $59,479,743.

    13F-HR 0001951757-26-001189 filed by Perigon Wealth Management, 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 150,671 shares
    Change vs previous 13F -2,504 shares

    0.85% of the 13F portfolio, value $46,634,345.

    13F-HR 0001951757-26-000567 filed by Perigon Wealth Management, 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 153,175 shares
    Change vs previous 13F -6,205 shares

    0.95% of the 13F portfolio, value $53,013,656.

    13F-HR 0001951757-26-000202 filed by Perigon Wealth Management, 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 159,380 shares
    Change vs previous 13F +5,685 shares

    1.07% of the 13F portfolio, value $52,581,242.

    13F-HR 0001951757-25-001161 filed by Perigon Wealth Management, 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 153,695 shares
    Change vs previous 13F +1,437 shares

    0.99% of the 13F portfolio, value $42,365,845.

    13F-HR 0001951757-25-000869 filed by Perigon Wealth Management, 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 152,258 shares
    Change vs previous 13F -233 shares

    0.65% of the 13F portfolio, value $25,492,542.

    13F-HR 0001951757-25-000439 filed by Perigon Wealth Management, 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 152,491 shares
    Change vs previous 13F +47,642 shares

    0.86% of the 13F portfolio, value $34,982,783.

    13F-HR 0001951757-25-000106 filed by Perigon Wealth Management, 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 104,849 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $18,086,363.

    13F-HR 0001951757-24-001054 filed by Perigon Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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