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RITHOLTZ WEALTH MANAGEMENT: AVGO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RITHOLTZ WEALTH MANAGEMENT on AVGO, newest first. How the timeline and the estimate are built.

RITHOLTZ WEALTH MANAGEMENT held 102,394 AVGO shares at 2026-06-30 per its 13F-HR/A filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 102,394 shares
    Change vs previous 13F -254 shares

    0.58% of the 13F portfolio, value $38,679,406.

    13F-HR/A 0001698218-26-000006 filed by RITHOLTZ WEALTH MANAGEMENT
    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 102,648 shares
    Change vs previous 13F +7,108 shares

    0.55% of the 13F portfolio, value $31,770,500.

    13F-HR 0001698218-26-000003 filed by RITHOLTZ WEALTH MANAGEMENT
    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 95,540 shares
    Change vs previous 13F +3,196 shares

    0.6% of the 13F portfolio, value $33,066,462.

    13F-HR 0001698218-26-000001 filed by RITHOLTZ WEALTH MANAGEMENT
    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 92,344 shares
    Change vs previous 13F +6,585 shares

    0.59% of the 13F portfolio, value $30,465,270.

    13F-HR 0001698218-25-000004 filed by RITHOLTZ WEALTH MANAGEMENT
    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 85,759 shares
    Change vs previous 13F +3,861 shares

    0.52% of the 13F portfolio, value $23,639,469.

    13F-HR 0001085146-25-004188 filed by RITHOLTZ WEALTH MANAGEMENT
    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 81,898 shares
    Change vs previous 13F -506 shares

    0.41% of the 13F portfolio, value $13,712,108.

    13F-HR 0001085146-25-002136 filed by RITHOLTZ WEALTH MANAGEMENT
    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 82,404 shares
    Change vs previous 13F +1,108 shares

    0.56% of the 13F portfolio, value $19,104,532.

    13F-HR 0001085146-25-000201 filed by RITHOLTZ WEALTH MANAGEMENT
    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 81,296 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $14,023,485.

    13F-HR 0001085146-24-004785 filed by RITHOLTZ WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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