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Disclosery

Stillwater Wealth Management Group: AVGO position timeline

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

Stillwater Wealth Management Group held 16,891 AVGO shares at 2026-03-31 per its 13F-HR filed 2026-05-11.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 16,891 shares
    Change vs previous 13F +1,205 shares

    3.23% of the 13F portfolio, value $5,227,981.

    13F-HR 0002063941-26-000002 filed by Stillwater Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 15,686 shares
    Change vs previous 13F -1,901 shares

    3.68% of the 13F portfolio, value $5,428,893.

    13F-HR 0002063941-26-000001 filed by Stillwater Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 17,587 shares
    Change vs previous 13F +803 shares

    4.06% of the 13F portfolio, value $5,802,027.

    13F-HR 0002063941-25-000005 filed by Stillwater Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 16,784 shares
    Change vs previous 13F -373 shares

    2.43% of the 13F portfolio, value $2,810,222.

    13F-HR 0002063941-25-000002 filed by Stillwater Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 17,157 shares
    Change vs previous 13F not available

    3.57% of the 13F portfolio, value $3,977,671.

    13F-HR 0002063941-25-000001 filed by Stillwater Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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