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Disclosery

Wambolt & Associates, LLC: AVGO position timeline

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

Wambolt & Associates, LLC held 11,398 AVGO shares at 2025-06-30 per its 13F-HR filed 2025-08-13.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 11,398 shares
    Change vs previous 13F -814 shares

    1.02% of the 13F portfolio, value $3,017,646.

    13F-HR 0001755723-25-000003 filed by Wambolt & 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 ended2025-03-31
    13F 12,212 shares
    Change vs previous 13F +1,546 shares

    0.7% of the 13F portfolio, value $2,058,036.

    13F-HR 0001755723-25-000002 filed by Wambolt & 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 ended2024-12-31
    13F 10,666 shares
    Change vs previous 13F +5,942 shares

    0.79% of the 13F portfolio, value $2,472,837.

    13F-HR 0001755723-25-000001 filed by Wambolt & 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 ended2024-09-30
    13F 4,724 shares
    Change vs previous 13F +4,361 shares

    0.22% of the 13F portfolio, value $791,128.

    13F-HR 0001755723-24-000001 filed by Wambolt & 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 ended2024-06-30
    13F 363 shares
    Change vs previous 13F +10 shares

    0.17% of the 13F portfolio, value $595,610.

    13F-HR 0001085146-24-003550 filed by Wambolt & 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 ended2024-03-31
    13F 353 shares
    Change vs previous 13F -6 shares

    0.14% of the 13F portfolio, value $476,642.

    13F-HR 0001085146-24-002145 filed by Wambolt & 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 ended2023-12-31
    13F 359 shares
    Change vs previous 13F +58 shares

    0.13% of the 13F portfolio, value $400,734.

    13F-HR 0001085146-24-000826 filed by Wambolt & 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 ended2023-09-30
    13F 301 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $251,320.

    13F-HR 0001085146-23-004132 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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