Quantum Private Wealth, LLC: AVGO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Quantum Private Wealth, LLC on AVGO, newest first. How the timeline and the estimate are built.
Quantum Private Wealth, LLC held 44,034 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 44,034 sharesChange vs previous 13F -447 shares
4.26% of the 13F portfolio, value $16,633,925.
13F-HR 0001104659-26-088264 filed by Quantum Private Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 44,481 sharesChange vs previous 13F +1,147 shares
4.25% of the 13F portfolio, value $13,767,381.
13F-HR 0001104659-26-049289 filed by Quantum Private Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 43,334 sharesChange vs previous 13F -634 shares
4.38% of the 13F portfolio, value $14,997,972.
13F-HR 0001104659-26-011333 filed by Quantum Private Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 43,968 sharesChange vs previous 13F +584 shares
4.24% of the 13F portfolio, value $14,505,554.
13F-HR 0001104659-25-109035 filed by Quantum Private Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 43,384 sharesChange vs previous 13F +1,282 shares
3.87% of the 13F portfolio, value $11,958,859.
13F-HR 0001104659-25-076731 filed by Quantum Private Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 42,102 sharesChange vs previous 13F -1,753 shares
2.67% of the 13F portfolio, value $7,049,174.
13F-HR 0001172661-25-001753 filed by Quantum Private Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 43,855 sharesChange vs previous 13F +2,375 shares
3.25% of the 13F portfolio, value $10,167,394.
13F-HR 0001172661-25-000433 filed by Quantum Private Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 41,480 sharesChange vs previous 13F not available
2.42% of the 13F portfolio, value $7,155,300.
13F-HR 0001172661-24-004427 filed by Quantum Private Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).