Skip to content
Disclosery

Smith Salley Wealth Management: AVGO position timeline

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

Smith Salley Wealth Management held 162,684 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 162,684 shares
    Change vs previous 13F +37,187 shares

    2.67% of the 13F portfolio, value $61,454,044.

    13F-HR 0001062993-26-003799 filed by Smith Salley Wealth Management
    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 125,497 shares
    Change vs previous 13F +28,952 shares

    1.95% of the 13F portfolio, value $38,842,425.

    13F-HR 0001062993-26-002022 filed by Smith Salley 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 ended2025-12-31
    13F 96,545 shares
    Change vs previous 13F -121 shares

    1.65% of the 13F portfolio, value $33,414,210.

    13F-HR 0001062993-26-000437 filed by Smith Salley 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 ended2025-09-30
    13F 96,666 shares
    Change vs previous 13F +15,233 shares

    1.64% of the 13F portfolio, value $31,891,165.

    13F-HR 0001062993-25-016209 filed by Smith Salley 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 ended2025-06-30
    13F 81,433 shares
    Change vs previous 13F -302 shares

    1.3% of the 13F portfolio, value $22,447,141.

    13F-HR 0001062993-25-012934 filed by Smith Salley 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 ended2025-03-31
    13F 81,735 shares
    Change vs previous 13F +11,987 shares

    0.9% of the 13F portfolio, value $13,684,875.

    13F-HR 0001062993-25-007992 filed by Smith Salley 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 ended2024-12-31
    13F 69,748 shares
    Change vs previous 13F -656 shares

    1.04% of the 13F portfolio, value $16,170,278.

    13F-HR 0001062993-25-000804 filed by Smith Salley 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 ended2024-09-30
    13F 70,404 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $12,144,729.

    13F-HR 0001062993-24-017911 filed by Smith Salley Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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