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Disclosery

Plan A Wealth LLC: AVGO position timeline

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

Plan A Wealth LLC held 3,978 AVGO shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,978 shares
    Change vs previous 13F +3 shares

    0.5% of the 13F portfolio, value $1,397,111.

    13F-HR 0001172661-26-004433 filed by Plan A Wealth LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,975 shares
    Change vs previous 13F +300 shares

    0.64% of the 13F portfolio, value $1,501,626.

    13F-HR 0001172661-26-002615 filed by Plan A Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 3,675 shares
    Change vs previous 13F +625 shares

    0.54% of the 13F portfolio, value $1,137,496.

    13F-HR 0001172661-26-002250 filed by Plan A Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 3,050 shares
    Change vs previous 13F +78 shares

    0.52% of the 13F portfolio, value $1,055,643.

    13F-HR 0001172661-26-000517 filed by Plan A Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 2,972 shares
    Change vs previous 13F +155 shares

    0.5% of the 13F portfolio, value $980,517.

    13F-HR 0001172661-25-004609 filed by Plan A Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 2,817 shares
    Change vs previous 13F +1,368 shares

    0.44% of the 13F portfolio, value $776,517.

    13F-HR 0001172661-25-004608 filed by Plan A Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 1,449 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $242,606.

    13F-HR 0001172661-25-004607 filed by Plan A Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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