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Warther Private Wealth, LLC: AVGO position timeline

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

Warther Private Wealth, LLC held 42,420 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,420 shares
    Change vs previous 13F +6,260 shares

    3.51% of the 13F portfolio, value $16,024,155.

    13F-HR 0001954551-26-000005 filed by Warther 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 36,160 shares
    Change vs previous 13F +3,088 shares

    2.62% of the 13F portfolio, value $11,191,882.

    13F-HR 0001954551-26-000004 filed by Warther 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 33,072 shares
    Change vs previous 13F -7,098 shares

    2.74% of the 13F portfolio, value $11,446,219.

    13F-HR 0001954551-26-000002 filed by Warther 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 40,170 shares
    Change vs previous 13F -21,230 shares

    3.14% of the 13F portfolio, value $13,252,485.

    13F-HR 0001954551-25-000009 filed by Warther 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 61,400 shares
    Change vs previous 13F +59,311 shares

    4.44% of the 13F portfolio, value $16,924,910.

    13F-HR 0001954551-25-000007 filed by Warther 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 2,089 shares
    Change vs previous 13F -8,111 shares

    0.12% of the 13F portfolio, value $349,761.

    13F-HR 0001954551-25-000005 filed by Warther 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 10,200 shares
    Change vs previous 13F -6,795 shares

    0.8% of the 13F portfolio, value $2,364,768.

    13F-HR 0001954551-25-000002 filed by Warther 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 16,995 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $2,931,682.

    13F-HR 0001954551-24-000008 filed by Warther Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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