Skip to content
Disclosery

Waldron Private Wealth LLC: AVGO position timeline

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

Waldron Private Wealth LLC held 10,053 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 10,053 shares
    Change vs previous 13F -153 shares

    0.13% of the 13F portfolio, value $3,797,530.

    13F-HR 0001598180-26-000005 filed by Waldron Private Wealth 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 10,206 shares
    Change vs previous 13F +614 shares

    0.12% of the 13F portfolio, value $3,158,865.

    13F-HR 0001598180-26-000004 filed by Waldron Private Wealth 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 9,592 shares
    Change vs previous 13F -584 shares

    0.13% of the 13F portfolio, value $3,319,792.

    13F-HR 0001598180-26-000001 filed by Waldron Private Wealth 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 10,176 shares
    Change vs previous 13F +2,209 shares

    0.14% of the 13F portfolio, value $3,357,168.

    13F-HR 0001598180-25-000005 filed by Waldron Private Wealth 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 7,967 shares
    Change vs previous 13F -24 shares

    0.1% of the 13F portfolio, value $2,196,105.

    13F-HR 0001085146-25-004382 filed by Waldron Private Wealth 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 7,991 shares
    Change vs previous 13F -40,233 shares

    0.06% of the 13F portfolio, value $1,337,934.

    13F-HR 0001085146-25-002780 filed by Waldron Private Wealth 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 48,224 shares
    Change vs previous 13F +24,601 shares

    0.45% of the 13F portfolio, value $11,180,240.

    13F-HR 0001085146-25-000463 filed by Waldron Private Wealth 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 23,623 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $4,074,992.

    13F-HR 0001085146-24-005026 filed by Waldron Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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