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RWA WEALTH PARTNERS, LLC: AVGO position timeline

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

RWA WEALTH PARTNERS, LLC held 239,672 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 239,672 shares
    Change vs previous 13F +7,553 shares

    0.87% of the 13F portfolio, value $90,536,128.

    13F-HR 0001544576-26-000005 filed by RWA WEALTH PARTNERS, 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 232,119 shares
    Change vs previous 13F -25,946 shares

    0.79% of the 13F portfolio, value $71,843,087.

    13F-HR 0001544576-26-000004 filed by RWA WEALTH PARTNERS, 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 258,065 shares
    Change vs previous 13F +2,399 shares

    0.98% of the 13F portfolio, value $89,316,560.

    13F-HR 0001544576-26-000001 filed by RWA WEALTH PARTNERS, 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 255,666 shares
    Change vs previous 13F +19,853 shares

    0.96% of the 13F portfolio, value $84,346,661.

    13F-HR 0001544576-25-000007 filed by RWA WEALTH PARTNERS, 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 235,813 shares
    Change vs previous 13F -15,951 shares

    0.81% of the 13F portfolio, value $65,001,757.

    13F-HR 0001544576-25-000005 filed by RWA WEALTH PARTNERS, 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 251,764 shares
    Change vs previous 13F -6,360 shares

    0.53% of the 13F portfolio, value $42,152,871.

    13F-HR 0001544576-25-000004 filed by RWA WEALTH PARTNERS, 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 258,124 shares
    Change vs previous 13F +9,442 shares

    0.74% of the 13F portfolio, value $59,843,256.

    13F-HR 0001544576-25-000001 filed by RWA WEALTH PARTNERS, 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 248,682 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $42,897,656.

    13F-HR 0001544576-24-000007 filed by RWA WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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