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Tulsa Wealth Advisors, INC: AVGO position timeline

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

Tulsa Wealth Advisors, INC held 46,764 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 46,764 shares
    Change vs previous 13F -268 shares

    2.49% of the 13F portfolio, value $17,664,992.

    13F-HR 0001765380-26-000308 filed by Tulsa Wealth Advisors, INC
    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 47,032 shares
    Change vs previous 13F -20,476 shares

    2.55% of the 13F portfolio, value $14,556,949.

    13F-HR 0001765380-26-000204 filed by Tulsa Wealth Advisors, INC
    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 67,508 shares
    Change vs previous 13F not available

    7.77% of the 13F portfolio, value $23,364,504.

    13F-HR 0002114442-26-000001 filed by Tulsa Wealth Advisors, INC
    Filed (acceptance time not in the bulk data set), ingested

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