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RBA Wealth Management, LLC: AVGO position timeline

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

RBA Wealth Management, LLC held 21,025 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,025 shares
    Change vs previous 13F -9,472 shares

    2.91% of the 13F portfolio, value $7,942,216.

    13F-HR 0001776296-26-000003 filed by RBA Wealth Management, 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 30,497 shares
    Change vs previous 13F -207 shares

    3.4% of the 13F portfolio, value $9,439,062.

    13F-HR 0001776296-26-000002 filed by RBA Wealth Management, 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 30,704 shares
    Change vs previous 13F -748 shares

    3.6% of the 13F portfolio, value $10,626,819.

    13F-HR 0001776296-26-000001 filed by RBA Wealth Management, 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 31,452 shares
    Change vs previous 13F -1,086 shares

    3.58% of the 13F portfolio, value $10,376,195.

    13F-HR 0001776296-25-000002 filed by RBA Wealth Management, 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 32,538 shares
    Change vs previous 13F -714 shares

    3.34% of the 13F portfolio, value $8,969,083.

    13F-HR 0001085146-25-003924 filed by RBA Wealth Management, 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 33,252 shares
    Change vs previous 13F -18,247 shares

    2.2% of the 13F portfolio, value $5,567,428.

    13F-HR 0001085146-25-002336 filed by RBA Wealth Management, 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 51,499 shares
    Change vs previous 13F -2,497 shares

    4.55% of the 13F portfolio, value $11,939,590.

    13F-HR 0001085146-25-000484 filed by RBA Wealth Management, 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 53,996 shares
    Change vs previous 13F not available

    3.59% of the 13F portfolio, value $9,314,382.

    13F-HR 0001085146-24-005028 filed by RBA Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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