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Disclosery

Wallace Hart LLC: AVGO position timeline

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

Wallace Hart LLC held 3,369 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,369 shares
    Change vs previous 13F +3,369 shares

    0.8% of the 13F portfolio, value $1,272,640.

    13F-HR 0001398344-26-014386 filed by Wallace Hart 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 0 shares
    Change vs previous 13F -5,553 shares

    13F-HR 0001398344-26-008793 filed by Wallace Hart LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 5,553 shares
    Change vs previous 13F -2,117 shares

    1.42% of the 13F portfolio, value $1,921,893.

    13F-HR 0001398344-26-003261 filed by Wallace Hart 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 7,670 shares
    Change vs previous 13F +444 shares

    1.86% of the 13F portfolio, value $2,530,410.

    13F-HR 0001398344-25-020310 filed by Wallace Hart 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 7,226 shares
    Change vs previous 13F +5,753 shares

    1.58% of the 13F portfolio, value $1,991,847.

    13F-HR 0001398344-25-015470 filed by Wallace Hart 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 1,473 shares
    Change vs previous 13F -1,205 shares

    0.62% of the 13F portfolio, value $246,624.

    13F-HR 0001398344-25-009380 filed by Wallace Hart 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 2,678 shares
    Change vs previous 13F +233 shares

    0.5% of the 13F portfolio, value $620,868.

    13F-HR 0001398344-25-002219 filed by Wallace Hart 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 2,445 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $421,763.

    13F-HR 0001398344-24-020516 filed by Wallace Hart LLC
    Filed (acceptance time not in the bulk data set), ingested

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