Ridgeline Wealth Planning, LLC: AVGO position timeline

Ridgeline Wealth Planning, LLC held 1,302 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 1,302 shares

   Change vs previous 13F +27 shares

   0.31% of the 13F portfolio, value $491,945.

   13F-HR 0002085853-26-000854 filed by Ridgeline Wealth Planning, LLC
   Filed 2026-07-24 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 1,275 shares

   Change vs previous 13F +50 shares

   0.29% of the 13F portfolio, value $394,692.

   13F-HR 0002085853-26-000568 filed by Ridgeline Wealth Planning, LLC
   Filed 2026-05-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 1,225 shares

   Change vs previous 13F +238 shares

   0.3% of the 13F portfolio, value $424,006.

   13F-HR 0002085853-26-000183 filed by Ridgeline Wealth Planning, LLC
   Filed 2026-02-03 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 987 shares

   Change vs previous 13F +83 shares

   0.24% of the 13F portfolio, value $325,621.

   13F-HR 0002085853-25-000186 filed by Ridgeline Wealth Planning, LLC
   Filed 2025-10-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 904 shares

   Change vs previous 13F not available

   0.21% of the 13F portfolio, value $249,188.

   13F-HR 0001667731-25-000940 filed by Ridgeline Wealth Planning, LLC
   Filed 2025-07-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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