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Disclosery

VCI Wealth Management LLC: AVGO position timeline

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

VCI Wealth Management LLC held 21,137 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,137 shares
    Change vs previous 13F +1,419 shares

    2% of the 13F portfolio, value $7,984,545.

    13F-HR 0002009388-26-000002 filed by VCI Wealth Management 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 19,718 shares
    Change vs previous 13F +858 shares

    1.69% of the 13F portfolio, value $6,102,930.

    13F-HR 0002085853-26-000440 filed by VCI 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 ended2025-12-31
    13F 18,860 shares
    Change vs previous 13F +3,027 shares

    1.81% of the 13F portfolio, value $6,527,446.

    13F-HR 0002085853-26-000098 filed by VCI 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 ended2025-09-30
    13F 15,833 shares
    Change vs previous 13F +665 shares

    1.58% of the 13F portfolio, value $5,223,465.

    13F-HR 0002085853-25-000098 filed by VCI 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 ended2025-06-30
    13F 15,168 shares
    Change vs previous 13F +611 shares

    1.46% of the 13F portfolio, value $4,181,059.

    13F-HR 0001667731-25-001009 filed by VCI 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 ended2025-03-31
    13F 14,557 shares
    Change vs previous 13F -3,001 shares

    1.02% of the 13F portfolio, value $2,437,279.

    13F-HR 0001667731-25-000595 filed by VCI 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 ended2024-12-31
    13F/A 17,558 shares
    Change vs previous 13F not available

    1.73% of the 13F portfolio, value $4,070,647.

    13F-HR/A 0001667731-25-000238 filed by VCI Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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