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Segment Wealth Management, LLC: AVGO position timeline

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

Segment Wealth Management, LLC held 169,801 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 169,801 shares
    Change vs previous 13F -2,564 shares

    3.33% of the 13F portfolio, value $64,142,275.

    13F-HR 0001575581-26-000003 filed by Segment 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 172,365 shares
    Change vs previous 13F -2,057 shares

    3.13% of the 13F portfolio, value $53,348,648.

    13F-HR 0001575581-26-000002 filed by Segment 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 174,422 shares
    Change vs previous 13F -10,559 shares

    3.5% of the 13F portfolio, value $60,367,406.

    13F-HR 0001575581-26-000001 filed by Segment 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 184,981 shares
    Change vs previous 13F -4,291 shares

    3.66% of the 13F portfolio, value $61,027,016.

    13F-HR 0001575581-25-000003 filed by Segment 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 189,272 shares
    Change vs previous 13F -8,131 shares

    3.31% of the 13F portfolio, value $52,172,727.

    13F-HR 0001085146-25-003996 filed by Segment 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 197,403 shares
    Change vs previous 13F -5,940 shares

    2.24% of the 13F portfolio, value $33,051,227.

    13F-HR 0001085146-25-002215 filed by Segment 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 203,343 shares
    Change vs previous 13F -5,002 shares

    3.21% of the 13F portfolio, value $47,143,007.

    13F-HR 0001085146-25-000297 filed by Segment 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 208,345 shares
    Change vs previous 13F not available

    2.47% of the 13F portfolio, value $35,939,546.

    13F-HR 0001085146-24-005054 filed by Segment Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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