Seed Wealth Management, Inc.: AVGO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Seed Wealth Management, Inc. on AVGO, newest first. How the timeline and the estimate are built.
Seed Wealth Management, Inc. held 2,451 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-27.
the latest 13F is the newest step
- period ended2026-06-3013F 2,451 sharesChange vs previous 13F -560 shares
0.59% of the 13F portfolio, value $925,865.
13F-HR 0001963728-26-000004 filed by Seed Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,011 sharesChange vs previous 13F 0 shares
0.64% of the 13F portfolio, value $931,935.
13F-HR 0001963728-26-000002 filed by Seed Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,011 sharesChange vs previous 13F -4,019 shares
0.72% of the 13F portfolio, value $1,042,107.
13F-HR 0001963728-26-000001 filed by Seed Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 7,030 sharesChange vs previous 13F -2,050 shares
1.6% of the 13F portfolio, value $2,319,267.
13F-HR 0001963728-25-000002 filed by Seed Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 9,080 sharesChange vs previous 13F +700 shares
1.86% of the 13F portfolio, value $2,502,902.
13F-HR 0001085146-25-003796 filed by Seed Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 8,380 sharesChange vs previous 13F 0 shares
1.14% of the 13F portfolio, value $1,403,063.
13F-HR 0001085146-25-002203 filed by Seed Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 8,380 sharesChange vs previous 13F 0 shares
1.57% of the 13F portfolio, value $1,942,819.
13F-HR 0001085146-25-000161 filed by Seed Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 8,380 sharesChange vs previous 13F not available
1.16% of the 13F portfolio, value $1,445,550.
13F-HR 0001085146-24-005326 filed by Seed Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).