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Talisman Wealth Advisors LLC: AVGO position timeline

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

Talisman Wealth Advisors LLC held 3,499 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,499 shares
    Change vs previous 13F +182 shares

    0.98% of the 13F portfolio, value $1,321,747.

    13F-HR 0001962685-26-000003 filed by Talisman Wealth Advisors 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 3,317 shares
    Change vs previous 13F -489 shares

    0.83% of the 13F portfolio, value $1,026,718.

    13F-HR 0001962685-26-000002 filed by Talisman Wealth Advisors 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 3,806 shares
    Change vs previous 13F -302 shares

    1.03% of the 13F portfolio, value $1,318,884.

    13F-HR 0001962685-26-000001 filed by Talisman Wealth Advisors 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 4,108 shares
    Change vs previous 13F -28 shares

    1.12% of the 13F portfolio, value $1,355,270.

    13F-HR 0001962685-25-000006 filed by Talisman Wealth Advisors 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 4,136 shares
    Change vs previous 13F -54 shares

    1.04% of the 13F portfolio, value $1,140,088.

    13F-HR 0001962685-25-000003 filed by Talisman Wealth Advisors 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 4,190 shares
    Change vs previous 13F -677 shares

    0.72% of the 13F portfolio, value $701,532.

    13F-HR 0001962685-25-000002 filed by Talisman Wealth Advisors 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 4,867 shares
    Change vs previous 13F -220 shares

    1.2% of the 13F portfolio, value $1,128,365.

    13F-HR 0001962685-25-000001 filed by Talisman Wealth Advisors 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 5,087 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $878,402.

    13F-HR 0001962685-24-000005 filed by Talisman Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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