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Venturi Wealth Management, LLC: AVGO position timeline

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

Venturi Wealth Management, LLC held 112,791 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 112,791 shares
    Change vs previous 13F +661 shares

    1.65% of the 13F portfolio, value $42,606,657.

    13F-HR 0001666363-26-000004 filed by Venturi 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 112,130 shares
    Change vs previous 13F -4,741 shares

    1.56% of the 13F portfolio, value $34,705,262.

    13F-HR 0001666363-26-000003 filed by Venturi 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 116,871 shares
    Change vs previous 13F +1,787 shares

    1.8% of the 13F portfolio, value $40,448,594.

    13F-HR 0001666363-26-000001 filed by Venturi 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 115,084 shares
    Change vs previous 13F -3,971 shares

    1.76% of the 13F portfolio, value $37,967,465.

    13F-HR 0001666363-25-000008 filed by Venturi 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 119,055 shares
    Change vs previous 13F -6,653 shares

    1.62% of the 13F portfolio, value $32,817,547.

    13F-HR 0001666363-25-000006 filed by Venturi 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 125,708 shares
    Change vs previous 13F -10,950 shares

    1.1% of the 13F portfolio, value $21,047,406.

    13F-HR 0001666363-25-000005 filed by Venturi 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 136,658 shares
    Change vs previous 13F +15,309 shares

    1.56% of the 13F portfolio, value $31,682,808.

    13F-HR 0001666363-25-000004 filed by Venturi 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 ended2024-09-30
    13F 121,349 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $20,932,763.

    13F-HR 0001666363-24-000006 filed by Venturi Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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