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SteelPeak Wealth, LLC: AVGO position timeline

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

SteelPeak Wealth, LLC held 162,837 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 162,837 shares
    Change vs previous 13F +38,726 shares

    1.62% of the 13F portfolio, value $61,511,509.

    13F-HR 0001801868-26-000003 filed by SteelPeak Wealth, 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 124,111 shares
    Change vs previous 13F +1,224 shares

    1.2% of the 13F portfolio, value $38,413,495.

    13F-HR 0001801868-26-000002 filed by SteelPeak Wealth, 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 122,887 shares
    Change vs previous 13F -56,267 shares

    1.4% of the 13F portfolio, value $42,531,097.

    13F-HR 0001801868-26-000001 filed by SteelPeak Wealth, 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 179,154 shares
    Change vs previous 13F +44,576 shares

    1.99% of the 13F portfolio, value $59,104,767.

    13F-HR 0001801868-25-000003 filed by SteelPeak Wealth, 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 134,578 shares
    Change vs previous 13F -50,337 shares

    1.45% of the 13F portfolio, value $37,096,484.

    13F-HR 0001221073-25-000064 filed by SteelPeak Wealth, 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 184,915 shares
    Change vs previous 13F +24,239 shares

    1.32% of the 13F portfolio, value $30,960,280.

    13F-HR 0001221073-25-000042 filed by SteelPeak Wealth, 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 160,676 shares
    Change vs previous 13F -26,154 shares

    1.55% of the 13F portfolio, value $37,251,161.

    13F-HR 0001221073-25-000006 filed by SteelPeak Wealth, 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 186,830 shares
    Change vs previous 13F not available

    1.43% of the 13F portfolio, value $32,228,173.

    13F-HR 0001221073-24-000093 filed by SteelPeak Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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