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Phoenix Wealth Advisors: AVGO position timeline

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

Phoenix Wealth Advisors held 12,987 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,987 shares
    Change vs previous 13F -352 shares

    1.65% of the 13F portfolio, value $4,905,921.

    13F-HR 0001842362-26-000005 filed by Phoenix Wealth Advisors
    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 13,339 shares
    Change vs previous 13F -690 shares

    1.63% of the 13F portfolio, value $4,128,599.

    13F-HR 0001842362-26-000003 filed by Phoenix Wealth Advisors
    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 14,029 shares
    Change vs previous 13F -109 shares

    1.87% of the 13F portfolio, value $4,855,278.

    13F-HR 0001842362-26-000001 filed by Phoenix Wealth Advisors
    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 14,138 shares
    Change vs previous 13F +904 shares

    1.79% of the 13F portfolio, value $4,664,279.

    13F-HR 0001842362-25-000007 filed by Phoenix Wealth Advisors
    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 13,234 shares
    Change vs previous 13F -800 shares

    1.53% of the 13F portfolio, value $3,647,828.

    13F-HR 0001842362-25-000004 filed by Phoenix Wealth Advisors
    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 14,034 shares
    Change vs previous 13F -3,494 shares

    1.02% of the 13F portfolio, value $2,349,705.

    13F-HR 0001842362-25-000003 filed by Phoenix Wealth Advisors
    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 17,528 shares
    Change vs previous 13F -681 shares

    1.76% of the 13F portfolio, value $4,063,692.

    13F-HR 0001842362-25-000001 filed by Phoenix Wealth Advisors
    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 18,209 shares
    Change vs previous 13F not available

    1.46% of the 13F portfolio, value $3,141,053.

    13F-HR 0001842362-24-000005 filed by Phoenix Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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