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Disclosery

Rockport Wealth LLC: AVGO position timeline

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

Rockport Wealth LLC held 31,706 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,706 shares
    Change vs previous 13F -2,915 shares

    2.01% of the 13F portfolio, value $11,976,960.

    13F-HR 0002085853-26-000878 filed by Rockport Wealth 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 34,621 shares
    Change vs previous 13F +30,379 shares

    1.95% of the 13F portfolio, value $10,721,120.

    13F-HR 0002085853-26-000565 filed by Rockport Wealth 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 4,242 shares
    Change vs previous 13F -1,013 shares

    0.29% of the 13F portfolio, value $1,468,156.

    13F-HR 0002085853-26-000209 filed by Rockport Wealth 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 5,255 shares
    Change vs previous 13F +1,238 shares

    0.35% of the 13F portfolio, value $1,733,677.

    13F-HR 0002085853-25-000204 filed by Rockport Wealth 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 4,017 shares
    Change vs previous 13F +4,017 shares

    0.26% of the 13F portfolio, value $1,107,286.

    13F-HR 0001667731-25-001115 filed by Rockport Wealth 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 0 shares
    Change vs previous 13F -4,212 shares

    13F-HR 0002022866-25-000002 filed by Rockport Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F 4,212 shares
    Change vs previous 13F +42 shares

    0.43% of the 13F portfolio, value $976,510.

    13F-HR 0002022866-25-000001 filed by Rockport Wealth 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 4,170 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $719,325.

    13F-HR 0002022866-24-000005 filed by Rockport Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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