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SAX WEALTH ADVISORS, LLC: AVGO position timeline

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

SAX WEALTH ADVISORS, LLC held 56,112 AVGO shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 56,112 shares
    Change vs previous 13F +43,747 shares

    0.56% of the 13F portfolio, value $19,705,904.

    13F-HR 0001846150-26-000011 filed by SAX WEALTH ADVISORS, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 12,365 shares
    Change vs previous 13F +3,045 shares

    0.16% of the 13F portfolio, value $3,827,122.

    13F-HR 0001846150-26-000007 filed by SAX 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 ended2026-03-31
    13F 9,320 shares
    Change vs previous 13F -1,380 shares

    0.16% of the 13F portfolio, value $3,225,653.

    13F-HR 0001846150-26-000005 filed by SAX 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 ended2025-12-31
    13F 10,700 shares
    Change vs previous 13F +1,223 shares

    0.17% of the 13F portfolio, value $3,703,271.

    13F-HR 0001846150-26-000002 filed by SAX 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 ended2025-09-30
    13F 9,477 shares
    Change vs previous 13F +752 shares

    0.17% of the 13F portfolio, value $3,126,556.

    13F-HR 0001846150-25-000011 filed by SAX 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 ended2025-06-30
    13F 8,725 shares
    Change vs previous 13F +772 shares

    0.15% of the 13F portfolio, value $2,405,114.

    13F-HR 0001846150-25-000007 filed by SAX 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 ended2025-03-31
    13F 7,953 shares
    Change vs previous 13F +2,365 shares

    0.1% of the 13F portfolio, value $1,331,596.

    13F-HR 0001846150-25-000004 filed by SAX WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 5,588 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,295,531.

    13F-HR 0001725547-25-000117 filed by SAX WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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