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Disclosery

Sagace Wealth Management LLC: AVGO position timeline

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

Sagace Wealth Management LLC held 1,402 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,402 shares
    Change vs previous 13F -118 shares

    0.33% of the 13F portfolio, value $529,606.

    13F-HR 0002027449-26-000003 filed by Sagace 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 1,520 shares
    Change vs previous 13F -173 shares

    0.32% of the 13F portfolio, value $470,455.

    13F-HR 0002027449-26-000002 filed by Sagace 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 1,693 shares
    Change vs previous 13F -31 shares

    0.4% of the 13F portfolio, value $585,947.

    13F-HR 0002027449-26-000001 filed by Sagace 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 1,724 shares
    Change vs previous 13F -701 shares

    0.39% of the 13F portfolio, value $568,765.

    13F-HR 0002027449-25-000007 filed by Sagace 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 2,425 shares
    Change vs previous 13F -174 shares

    0.5% of the 13F portfolio, value $668,451.

    13F-HR 0002027449-25-000004 filed by Sagace 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 2,599 shares
    Change vs previous 13F -1,231 shares

    0.33% of the 13F portfolio, value $435,151.

    13F-HR 0002027449-25-000002 filed by Sagace 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 3,830 shares
    Change vs previous 13F +951 shares

    0.67% of the 13F portfolio, value $887,947.

    13F-HR 0002027449-25-000001 filed by Sagace 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 2,879 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $524,870.

    13F-HR 0002027449-24-000002 filed by Sagace Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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