Skip to content
Disclosery

Spartan Planning & Wealth Management: AVGO position timeline

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

Spartan Planning & Wealth Management held 4,462 AVGO shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 4,462 shares
    Change vs previous 13F -1,290 shares

    1.02% of the 13F portfolio, value $1,567,159.

    13F-HR 0001749283-26-000008 filed by Spartan Planning & Wealth Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,752 shares
    Change vs previous 13F +462 shares

    1.45% of the 13F portfolio, value $2,172,778.

    13F-HR 0001749283-26-000005 filed by Spartan Planning & 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 5,290 shares
    Change vs previous 13F -4,362 shares

    1.21% of the 13F portfolio, value $1,637,424.

    13F-HR 0001749283-26-000004 filed by Spartan Planning & 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 9,652 shares
    Change vs previous 13F +720 shares

    2.46% of the 13F portfolio, value $3,340,685.

    13F-HR 0001749283-26-000001 filed by Spartan Planning & 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 8,932 shares
    Change vs previous 13F +97 shares

    2.3% of the 13F portfolio, value $2,946,829.

    13F-HR 0001749283-25-000008 filed by Spartan Planning & 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 8,835 shares
    Change vs previous 13F +2,913 shares

    2.09% of the 13F portfolio, value $2,435,401.

    13F-HR 0001749283-25-000004 filed by Spartan Planning & 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 5,922 shares
    Change vs previous 13F -1,532 shares

    0.96% of the 13F portfolio, value $991,520.

    13F-HR 0001749283-25-000003 filed by Spartan Planning & 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 7,454 shares
    Change vs previous 13F not available

    1.58% of the 13F portfolio, value $1,728,135.

    13F-HR 0001749283-25-000001 filed by Spartan Planning & Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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