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Quotient Wealth Partners, LLC: AVGO position timeline

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

Quotient Wealth Partners, LLC held 20,209 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 20,209 shares
    Change vs previous 13F +851 shares

    0.18% of the 13F portfolio, value $7,633,767.

    13F-HR 0002004904-26-000004 filed by Quotient 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 19,358 shares
    Change vs previous 13F +464 shares

    0.16% of the 13F portfolio, value $5,991,414.

    13F-HR 0002004904-26-000003 filed by Quotient 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 18,894 shares
    Change vs previous 13F +73 shares

    0.17% of the 13F portfolio, value $6,539,124.

    13F-HR 0002004904-26-000001 filed by Quotient 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 18,821 shares
    Change vs previous 13F +430 shares

    0.17% of the 13F portfolio, value $6,209,243.

    13F-HR 0002004904-25-000008 filed by Quotient 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 18,391 shares
    Change vs previous 13F +1,647 shares

    0.15% of the 13F portfolio, value $5,069,372.

    13F-HR 0002004904-25-000005 filed by Quotient 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 16,744 shares
    Change vs previous 13F -368 shares

    0.09% of the 13F portfolio, value $2,803,455.

    13F-HR 0002004904-25-000004 filed by Quotient 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 17,112 shares
    Change vs previous 13F +787 shares

    0.13% of the 13F portfolio, value $3,967,171.

    13F-HR 0002004904-25-000002 filed by Quotient 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 16,325 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,816,044.

    13F-HR 0002004904-24-000003 filed by Quotient Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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