Stockman Wealth Management, Inc.: AVGO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Stockman Wealth Management, Inc. on AVGO, newest first. How the timeline and the estimate are built.
Stockman Wealth Management, Inc. held 1,084 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 1,084 sharesChange vs previous 13F -356 shares
0.04% of the 13F portfolio, value $409,481.
13F-HR 0001389400-26-000010 filed by Stockman Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,440 sharesChange vs previous 13F -77 shares
0.05% of the 13F portfolio, value $445,695.
13F-HR 0001389400-26-000005 filed by Stockman Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F/A 1,517 sharesChange vs previous 13F -31 shares
0.06% of the 13F portfolio, value $525,034.
13F-HR/A 0001389400-26-000004 filed by Stockman Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,548 sharesChange vs previous 13F -27 shares
0.06% of the 13F portfolio, value $510,759.
13F-HR 0001389400-25-000010 filed by Stockman Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,575 sharesChange vs previous 13F -14 shares
0.06% of the 13F portfolio, value $434,149.
13F-HR 0001389400-25-000006 filed by Stockman Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,589 sharesChange vs previous 13F +15 shares
0.04% of the 13F portfolio, value $266,047.
13F-HR 0001389400-25-000005 filed by Stockman Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,574 sharesChange vs previous 13F +44 shares
0.06% of the 13F portfolio, value $364,917.
13F-HR 0001389400-25-000001 filed by Stockman Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,530 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $263,925.
13F-HR 0001389400-24-000006 filed by Stockman Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).