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River Wealth Advisors LLC: AVGO position timeline

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

River Wealth Advisors LLC held 16,331 AVGO shares at 2026-06-30 per its 13F-HR/A filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 16,331 shares
    Change vs previous 13F +11,928 shares

    0.65% of the 13F portfolio, value $6,169,032.

    13F-HR/A 0001642570-26-000008 filed by River Wealth Advisors 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 4,403 shares
    Change vs previous 13F +81 shares

    0.16% of the 13F portfolio, value $1,362,770.

    13F-HR 0001642570-26-000005 filed by River Wealth Advisors 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 4,322 shares
    Change vs previous 13F +1,803 shares

    0.17% of the 13F portfolio, value $1,495,841.

    13F-HR 0001642570-26-000003 filed by River Wealth Advisors 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 2,519 shares
    Change vs previous 13F +263 shares

    0.1% of the 13F portfolio, value $831,090.

    13F-HR 0001642570-25-000011 filed by River Wealth Advisors 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 2,256 shares
    Change vs previous 13F +317 shares

    0.08% of the 13F portfolio, value $621,905.

    13F-HR 0001642570-25-000009 filed by River Wealth Advisors 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 1,939 shares
    Change vs previous 13F +87 shares

    0.05% of the 13F portfolio, value $324,584.

    13F-HR 0001642570-25-000006 filed by River Wealth Advisors 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 1,852 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $429,280.

    13F-HR 0001642570-25-000004 filed by River Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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