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PETERSON WEALTH MANAGEMENT: AVGO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PETERSON WEALTH MANAGEMENT on AVGO, newest first. How the timeline and the estimate are built.

PETERSON WEALTH MANAGEMENT held 11,177 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,177 shares
    Change vs previous 13F +6,718 shares

    1.97% of the 13F portfolio, value $4,221,966.

    13F-HR 0001785144-26-000006 filed by PETERSON WEALTH MANAGEMENT
    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 4,459 shares
    Change vs previous 13F +252 shares

    0.8% of the 13F portfolio, value $1,380,239.

    13F-HR 0001785144-26-000004 filed by PETERSON WEALTH MANAGEMENT
    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 4,207 shares
    Change vs previous 13F -3,566 shares

    1.08% of the 13F portfolio, value $1,456,191.

    13F-HR 0001785144-26-000002 filed by PETERSON WEALTH MANAGEMENT
    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 7,773 shares
    Change vs previous 13F -6,515 shares

    1.78% of the 13F portfolio, value $2,564,418.

    13F-HR 0001785144-25-000005 filed by PETERSON WEALTH MANAGEMENT
    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 14,288 shares
    Change vs previous 13F +5,863 shares

    2.34% of the 13F portfolio, value $3,938,589.

    13F-HR 0001172661-25-004290 filed by PETERSON WEALTH MANAGEMENT
    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 8,425 shares
    Change vs previous 13F +179 shares

    0.95% of the 13F portfolio, value $1,410,678.

    13F-HR 0001172661-25-002444 filed by PETERSON WEALTH MANAGEMENT
    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 8,246 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $1,911,702.

    13F-HR 0001172661-25-001218 filed by PETERSON WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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