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WADDELL & ASSOCIATES, LLC: AVGO position timeline

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

WADDELL & ASSOCIATES, LLC held 11,111 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,111 shares
    Change vs previous 13F +1,409 shares

    0.21% of the 13F portfolio, value $4,197,180.

    13F-HR 0001765380-26-000220 filed by WADDELL & ASSOCIATES, 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 9,702 shares
    Change vs previous 13F +3,925 shares

    0.17% of the 13F portfolio, value $3,002,928.

    13F-HR 0001765380-26-000203 filed by WADDELL & ASSOCIATES, 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 5,777 shares
    Change vs previous 13F +748 shares

    0.13% of the 13F portfolio, value $1,999,452.

    13F-HR 0001765380-26-000104 filed by WADDELL & ASSOCIATES, 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 5,029 shares
    Change vs previous 13F +1,593 shares

    0.14% of the 13F portfolio, value $1,659,117.

    13F-HR 0001765380-25-000463 filed by WADDELL & ASSOCIATES, 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 3,436 shares
    Change vs previous 13F +1,345 shares

    0.1% of the 13F portfolio, value $947,129.

    13F-HR 0001765380-25-000332 filed by WADDELL & ASSOCIATES, 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/A 2,091 shares
    Change vs previous 13F +43 shares

    0.04% of the 13F portfolio, value $350,028.

    13F-HR/A 0001765380-25-000228 filed by WADDELL & ASSOCIATES, 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 2,048 shares
    Change vs previous 13F -13 shares

    0.05% of the 13F portfolio, value $474,790.

    13F-HR/A 0001765380-25-000229 filed by WADDELL & ASSOCIATES, 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 2,061 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $355,441.

    13F-HR 0001765380-24-000430 filed by WADDELL & ASSOCIATES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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