Skip to content
Disclosery

Private Wealth Partners, LLC: AVGO position timeline

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

Private Wealth Partners, LLC held 6,570 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 6,570 shares
    Change vs previous 13F -922 shares

    0.18% of the 13F portfolio, value $2,481,818.

    13F-HR 0001335851-26-000005 filed by Private 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 7,492 shares
    Change vs previous 13F +2,438 shares

    0.18% of the 13F portfolio, value $2,318,849.

    13F-HR 0001335851-26-000002 filed by Private 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 5,054 shares
    Change vs previous 13F +781 shares

    0.12% of the 13F portfolio, value $1,749,189.

    13F-HR 0001335851-26-000001 filed by Private 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 4,273 shares
    Change vs previous 13F +30 shares

    0.1% of the 13F portfolio, value $1,409,705.

    13F-HR 0001335851-25-000004 filed by Private 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 4,243 shares
    Change vs previous 13F +24 shares

    0.09% of the 13F portfolio, value $1,169,583.

    13F-HR 0001085146-25-004438 filed by Private 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 4,219 shares
    Change vs previous 13F -6,751 shares

    0.06% of the 13F portfolio, value $706,341.

    13F-HR 0001085146-25-002217 filed by Private 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 10,970 shares
    Change vs previous 13F +6,448 shares

    0.19% of the 13F portfolio, value $2,543,206.

    13F-HR 0001085146-25-000680 filed by Private 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 4,522 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $780,020.

    13F-HR 0001085146-24-005212 filed by Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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