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Disclosery

Transform Wealth, LLC: AVGO position timeline

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

Transform Wealth, LLC held 170,848 AVGO shares at 2025-03-31 per its 13F-HR filed 2025-04-15.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 170,848 shares
    Change vs previous 13F -11,124 shares

    1.73% of the 13F portfolio, value $28,605,123.

    13F-HR 0001085146-25-002109 filed by Transform 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 ended2024-12-31
    13F 181,972 shares
    Change vs previous 13F +9,505 shares

    2.34% of the 13F portfolio, value $42,188,455.

    13F-HR 0001085146-25-000306 filed by Transform 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 ended2024-09-30
    13F 172,467 shares
    Change vs previous 13F +153,913 shares

    1.97% of the 13F portfolio, value $29,750,639.

    13F-HR 0001085146-24-004926 filed by Transform 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 ended2024-06-30
    13F 18,554 shares
    Change vs previous 13F +563 shares

    2.24% of the 13F portfolio, value $29,788,369.

    13F-HR 0001085146-24-002961 filed by Transform 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 ended2024-03-31
    13F 17,991 shares
    Change vs previous 13F -1,877 shares

    2.26% of the 13F portfolio, value $23,845,972.

    13F-HR 0001085146-24-001836 filed by Transform 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 ended2023-12-31
    13F/A 19,868 shares
    Change vs previous 13F +183 shares

    2.16% of the 13F portfolio, value $22,177,623.

    13F-HR/A 0001085146-24-001543 filed by Transform 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 ended2023-09-30
    13F 19,685 shares
    Change vs previous 13F +15 shares

    1.72% of the 13F portfolio, value $16,349,591.

    13F-HR 0001085146-23-003682 filed by Transform 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 ended2023-06-30
    13F 19,670 shares
    Change vs previous 13F not available

    1.54% of the 13F portfolio, value $17,062,391.

    13F-HR 0001085146-23-002680 filed by Transform Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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