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Disclosery

Triangle Securities Wealth Management: AVGO position timeline

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

Triangle Securities Wealth Management held 15,889 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,889 shares
    Change vs previous 13F -810 shares

    1.19% of the 13F portfolio, value $6,002,070.

    13F-HR 0001062993-26-003647 filed by Triangle Securities Wealth Management
    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 16,699 shares
    Change vs previous 13F -208 shares

    1.17% of the 13F portfolio, value $5,168,507.

    13F-HR 0001062993-26-002057 filed by Triangle Securities Wealth Management
    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 16,907 shares
    Change vs previous 13F -289 shares

    1.23% of the 13F portfolio, value $5,851,513.

    13F-HR 0001062993-26-000212 filed by Triangle Securities Wealth Management
    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 17,196 shares
    Change vs previous 13F -2,993 shares

    1.28% of the 13F portfolio, value $5,673,132.

    13F-HR 0001062993-25-016081 filed by Triangle Securities Wealth Management
    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 20,189 shares
    Change vs previous 13F +72 shares

    1.37% of the 13F portfolio, value $5,565,098.

    13F-HR 0001062993-25-012685 filed by Triangle Securities Wealth Management
    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 20,117 shares
    Change vs previous 13F -556 shares

    0.87% of the 13F portfolio, value $3,368,189.

    13F-HR 0001062993-25-007294 filed by Triangle Securities Wealth Management
    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 20,673 shares
    Change vs previous 13F -447 shares

    1.23% of the 13F portfolio, value $4,792,828.

    13F-HR 0001062993-25-000798 filed by Triangle Securities Wealth Management
    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 21,120 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $3,643,200.

    13F-HR 0001062993-24-019067 filed by Triangle Securities Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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