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Disclosery

Shira Ridge Wealth Management: AVGO position timeline

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

Shira Ridge Wealth Management held 1,420 AVGO shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,420 shares
    Change vs previous 13F -61 shares

    0.17% of the 13F portfolio, value $498,690.

    13F-HR 0001754960-26-000834 filed by Shira Ridge Wealth Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,481 shares
    Change vs previous 13F +51 shares

    0.2% of the 13F portfolio, value $559,448.

    13F-HR 0001754960-26-000452 filed by Shira Ridge Wealth Management
    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 1,430 shares
    Change vs previous 13F +16 shares

    0.18% of the 13F portfolio, value $442,599.

    13F-HR 0001754960-26-000222 filed by Shira Ridge Wealth Management
    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 1,414 shares
    Change vs previous 13F -32 shares

    0.2% of the 13F portfolio, value $489,385.

    13F-HR 0001754960-26-000022 filed by Shira Ridge Wealth Management
    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 1,446 shares
    Change vs previous 13F -157 shares

    0.2% of the 13F portfolio, value $477,050.

    13F-HR 0001754960-25-000690 filed by Shira Ridge Wealth Management
    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 1,603 shares
    Change vs previous 13F -22 shares

    0.2% of the 13F portfolio, value $441,867.

    13F-HR 0001754960-25-000346 filed by Shira Ridge Wealth Management
    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 1,625 shares
    Change vs previous 13F -109 shares

    0.14% of the 13F portfolio, value $272,074.

    13F-HR 0001754960-25-000187 filed by Shira Ridge Wealth Management
    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 1,734 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $402,011.

    13F-HR 0001754960-25-000010 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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