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Disclosery

Principle Wealth Partners LLC: AVGO position timeline

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

Principle Wealth Partners LLC held 7,636 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,636 shares
    Change vs previous 13F +1,910 shares

    0.14% of the 13F portfolio, value $2,884,385.

    13F-HR 0001951757-26-001184 filed by Principle Wealth Partners LLC
    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 5,726 shares
    Change vs previous 13F +424 shares

    0.1% of the 13F portfolio, value $1,772,383.

    13F-HR 0001951757-26-000791 filed by Principle Wealth Partners LLC
    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 5,302 shares
    Change vs previous 13F +316 shares

    0.1% of the 13F portfolio, value $1,835,153.

    13F-HR 0001951757-26-000397 filed by Principle Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 4,986 shares
    Change vs previous 13F +125 shares

    0.1% of the 13F portfolio, value $1,644,932.

    13F-HR 0001951757-25-001250 filed by Principle Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 4,861 shares
    Change vs previous 13F +1,376 shares

    0.08% of the 13F portfolio, value $1,339,913.

    13F-HR 0001951757-25-001006 filed by Principle Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 3,485 shares
    Change vs previous 13F +544 shares

    0.04% of the 13F portfolio, value $583,558.

    13F-HR 0001951757-25-000521 filed by Principle Wealth Partners LLC
    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 2,941 shares
    Change vs previous 13F +189 shares

    0.05% of the 13F portfolio, value $681,898.

    13F-HR 0001951757-25-000146 filed by Principle Wealth Partners LLC
    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 2,752 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $474,748.

    13F-HR 0001951757-24-001201 filed by Principle Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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