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Portus Wealth Advisors, LLC: AVGO position timeline

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

Portus Wealth Advisors, LLC held 4,801 AVGO shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 4,801 shares
    Change vs previous 13F -290 shares

    1.39% of the 13F portfolio, value $1,686,076.

    13F-HR 0002097516-26-000007 filed by Portus Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,091 shares
    Change vs previous 13F +168 shares

    1.58% of the 13F portfolio, value $1,923,153.

    13F-HR 0002097516-26-000006 filed by Portus Wealth Advisors, 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 4,923 shares
    Change vs previous 13F -546 shares

    1.43% of the 13F portfolio, value $1,523,676.

    13F-HR 0002097516-26-000005 filed by Portus Wealth Advisors, 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 5,469 shares
    Change vs previous 13F +185 shares

    1.79% of the 13F portfolio, value $1,892,860.

    13F-HR 0002097516-26-000001 filed by Portus Wealth Advisors, 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 5,284 shares
    Change vs previous 13F not available

    1.74% of the 13F portfolio, value $1,743,378.

    13F-HR 0002097516-25-000002 filed by Portus Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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