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Disclosery

RKL Wealth Management LLC: AVGO position timeline

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

RKL Wealth Management LLC held 3,684 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,684 shares
    Change vs previous 13F +1,056 shares

    0.11% of the 13F portfolio, value $1,391,512.

    13F-HR 0001604723-26-000003 filed by RKL 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 2,628 shares
    Change vs previous 13F -2,114 shares

    0.07% of the 13F portfolio, value $813,380.

    13F-HR 0001604723-26-000002 filed by RKL 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 4,742 shares
    Change vs previous 13F +364 shares

    0.13% of the 13F portfolio, value $1,641,228.

    13F-HR 0001604723-26-000001 filed by RKL 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 4,378 shares
    Change vs previous 13F +300 shares

    0.12% of the 13F portfolio, value $1,444,438.

    13F-HR 0001604723-25-000003 filed by RKL 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 4,078 shares
    Change vs previous 13F -223 shares

    0.1% of the 13F portfolio, value $1,123,969.

    13F-HR 0001085146-25-003973 filed by RKL 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 4,301 shares
    Change vs previous 13F +234 shares

    0.07% of the 13F portfolio, value $720,177.

    13F-HR 0001085146-25-002364 filed by RKL 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 4,067 shares
    Change vs previous 13F -14 shares

    0.08% of the 13F portfolio, value $942,990.

    13F-HR 0001085146-25-000869 filed by RKL 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 4,081 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $703,985.

    13F-HR 0001085146-24-005308 filed by RKL Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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