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Red Door Wealth Management, LLC: AVGO position timeline

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

Red Door Wealth Management, LLC held 38,909 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,909 shares
    Change vs previous 13F +1,920 shares

    1.34% of the 13F portfolio, value $14,698,061.

    13F-HR 0001172661-26-002598 filed by Red Door 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 36,989 shares
    Change vs previous 13F +1,283 shares

    1.19% of the 13F portfolio, value $11,448,609.

    13F-HR 0001172661-26-001522 filed by Red Door 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 35,706 shares
    Change vs previous 13F +3,540 shares

    1.29% of the 13F portfolio, value $12,357,687.

    13F-HR 0001172661-26-000224 filed by Red Door 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 32,166 shares
    Change vs previous 13F +4,127 shares

    1.13% of the 13F portfolio, value $10,612,194.

    13F-HR 0001172661-25-004250 filed by Red Door 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 28,039 shares
    Change vs previous 13F +5,467 shares

    0.92% of the 13F portfolio, value $7,728,987.

    13F-HR 0001172661-25-002661 filed by Red Door 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 22,572 shares
    Change vs previous 13F +16,150 shares

    0.56% of the 13F portfolio, value $3,779,194.

    13F-HR 0001172661-25-001542 filed by Red Door 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 6,422 shares
    Change vs previous 13F +2,943 shares

    0.23% of the 13F portfolio, value $1,488,946.

    13F-HR 0001172661-25-000262 filed by Red Door 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 3,479 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $600,058.

    13F-HR 0001172661-24-004270 filed by Red Door Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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