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Disclosery

Schorn Wealth LLC: AVGO position timeline

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

Schorn Wealth LLC held 11,166 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,166 shares
    Change vs previous 13F -26 shares

    1.1% of the 13F portfolio, value $4,218,110.

    13F-HR 0001792851-26-000004 filed by Schorn 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 11,192 shares
    Change vs previous 13F +31 shares

    1.05% of the 13F portfolio, value $3,464,121.

    13F-HR 0001792851-26-000002 filed by Schorn 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 11,161 shares
    Change vs previous 13F -6 shares

    1.17% of the 13F portfolio, value $3,862,839.

    13F-HR 0001792851-26-000001 filed by Schorn 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 11,167 shares
    Change vs previous 13F -223 shares

    1.13% of the 13F portfolio, value $3,683,953.

    13F-HR 0001792851-25-000005 filed by Schorn 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 11,390 shares
    Change vs previous 13F -1,421 shares

    1.04% of the 13F portfolio, value $3,139,740.

    13F-HR 0001792851-25-000002 filed by Schorn 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 12,811 shares
    Change vs previous 13F +40 shares

    0.71% of the 13F portfolio, value $2,145,018.

    13F-HR 0001792851-25-000001 filed by Schorn Wealth 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 12,771 shares
    Change vs previous 13F -5 shares

    0.96% of the 13F portfolio, value $2,960,794.

    13F-HR 0001767349-25-000002 filed by Schorn 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 12,776 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $2,203,845.

    13F-HR 0001792851-24-000005 filed by Schorn Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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