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Disclosery

WADE G W & INC: AVGO position timeline

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

WADE G W & INC held 41,757 AVGO shares at 2023-12-31 per its 13F-HR filed 2024-02-08.

the latest 13F is the newest step

  1. period ended2023-12-31
    13F 41,757 shares
    Change vs previous 13F +9,483 shares

    1.51% of the 13F portfolio, value $46,611,000.

    13F-HR 0001580642-24-000847 filed by WADE G W & INC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2023-09-30
    13F 32,274 shares
    Change vs previous 13F -1,477 shares

    1% of the 13F portfolio, value $26,806,000.

    13F-HR 0001580642-23-006128 filed by WADE G W & INC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-06-30
    13F 33,751 shares
    Change vs previous 13F -1,204 shares

    1.06% of the 13F portfolio, value $29,277,000.

    13F-HR 0001580642-23-004170 filed by WADE G W & INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-03-31
    13F 34,955 shares
    Change vs previous 13F -67 shares

    0.86% of the 13F portfolio, value $22,425,000.

    13F-HR 0001580642-23-002645 filed by WADE G W & INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2022-12-31
    13F 35,022 shares
    Change vs previous 13F -2,704 shares

    0.8% of the 13F portfolio, value $19,582,000.

    13F-HR 0001580642-23-000803 filed by WADE G W & INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2022-09-30
    13F 37,726 shares
    Change vs previous 13F +36,051 shares

    0.82% of the 13F portfolio, value $16,751,000.

    13F-HR 0001580642-22-005737 filed by WADE G W & INC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-06-30
    13F 1,675 shares
    Change vs previous 13F +84 shares

    0.04% of the 13F portfolio, value $814,000.

    13F-HR 0001580642-22-003989 filed by WADE G W & INC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-03-31
    13F 1,591 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,002,000.

    13F-HR 0001580642-22-002717 filed by WADE G W & INC
    Filed (acceptance time not in the bulk data set), ingested

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