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QTR Family Wealth, LLC: AVGO position timeline

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

QTR Family Wealth, LLC held 12,352 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,352 shares
    Change vs previous 13F +478 shares

    1.63% of the 13F portfolio, value $4,665,995.

    13F-HR 0002067954-26-000003 filed by QTR Family Wealth, 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 11,874 shares
    Change vs previous 13F +1,603 shares

    1.88% of the 13F portfolio, value $4,521,204.

    13F-HR 0002067954-26-000002 filed by QTR Family 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 ended2025-12-31
    13F 10,271 shares
    Change vs previous 13F +276 shares

    1.54% of the 13F portfolio, value $3,496,698.

    13F-HR 0002067954-26-000001 filed by QTR Family 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 ended2025-09-30
    13F 9,995 shares
    Change vs previous 13F +767 shares

    1.56% of the 13F portfolio, value $3,297,467.

    13F-HR 0002067954-25-000004 filed by QTR Family 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 ended2025-06-30
    13F 9,228 shares
    Change vs previous 13F +565 shares

    1.58% of the 13F portfolio, value $2,543,678.

    13F-HR 0002067954-25-000002 filed by QTR Family 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 ended2025-03-31
    13F 8,663 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $1,450,518.

    13F-HR 0002067954-25-000001 filed by QTR Family Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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