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Taylor & Morgan Wealth Management, LLC: AVGO position timeline

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

Taylor & Morgan Wealth Management, LLC held 11,415 AVGO shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 11,415 shares
    Change vs previous 13F -163 shares

    1.93% of the 13F portfolio, value $4,009,008.

    13F-HR 0002085853-26-001128 filed by Taylor & Morgan Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 11,578 shares
    Change vs previous 13F -255 shares

    2.16% of the 13F portfolio, value $4,373,491.

    13F-HR 0002085853-26-000685 filed by Taylor & Morgan Wealth Management, LLC
    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 11,833 shares
    Change vs previous 13F -553 shares

    2.09% of the 13F portfolio, value $3,662,440.

    13F-HR 0002085853-26-000319 filed by Taylor & Morgan Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 12,386 shares
    Change vs previous 13F +304 shares

    2.4% of the 13F portfolio, value $4,286,843.

    13F-HR 0002085853-26-000042 filed by Taylor & Morgan Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 12,082 shares
    Change vs previous 13F -36 shares

    2.45% of the 13F portfolio, value $3,986,094.

    13F-HR 0002085853-25-000093 filed by Taylor & Morgan Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 12,118 shares
    Change vs previous 13F +19 shares

    2.25% of the 13F portfolio, value $3,340,263.

    13F-HR 0001667731-25-000726 filed by Taylor & Morgan Wealth Management, LLC
    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 12,099 shares
    Change vs previous 13F -358 shares

    1.53% of the 13F portfolio, value $2,025,745.

    13F-HR 0001667731-25-000378 filed by Taylor & Morgan Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 12,457 shares
    Change vs previous 13F not available

    2.03% of the 13F portfolio, value $2,887,999.

    13F-HR 0001667731-25-000032 filed by Taylor & Morgan Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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