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Disclosery

Peterson Wealth Services: AVGO position timeline

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

Peterson Wealth Services held 40,885 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,885 shares
    Change vs previous 13F -377 shares

    3.37% of the 13F portfolio, value $15,444,144.

    13F-HR 0001906799-26-000004 filed by Peterson Wealth Services
    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 41,262 shares
    Change vs previous 13F +86 shares

    3.16% of the 13F portfolio, value $12,770,955.

    13F-HR 0001906799-26-000002 filed by Peterson Wealth Services
    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 41,176 shares
    Change vs previous 13F +27,467 shares

    3.64% of the 13F portfolio, value $14,251,061.

    13F-HR 0001906799-26-000001 filed by Peterson Wealth Services
    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 13,709 shares
    Change vs previous 13F -29,688 shares

    3.9% of the 13F portfolio, value $14,108,349.

    13F-HR 0001906799-25-000004 filed by Peterson Wealth Services
    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 43,397 shares
    Change vs previous 13F +402 shares

    3.28% of the 13F portfolio, value $11,962,326.

    13F-HR 0001729869-25-000005 filed by Peterson Wealth Services
    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 42,995 shares
    Change vs previous 13F -13,092 shares

    2.23% of the 13F portfolio, value $7,198,645.

    13F-HR 0001906799-25-000001 filed by Peterson Wealth Services
    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 56,087 shares
    Change vs previous 13F +315 shares

    3.9% of the 13F portfolio, value $13,003,146.

    13F-HR 0002012421-25-000004 filed by Peterson Wealth Services
    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 55,772 shares
    Change vs previous 13F not available

    3.07% of the 13F portfolio, value $9,620,667.

    13F-HR 0001906799-24-000005 filed by Peterson Wealth Services
    Filed (acceptance time not in the bulk data set), ingested

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