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Wealth Architects, LLC: AVGO position timeline

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

Wealth Architects, LLC held 17,172 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,172 shares
    Change vs previous 13F -2,591 shares

    0.51% of the 13F portfolio, value $6,487,052.

    13F-HR 0001611518-26-000008 filed by Wealth Architects, 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 19,763 shares
    Change vs previous 13F +334 shares

    0.55% of the 13F portfolio, value $6,116,946.

    13F-HR 0001611518-26-000006 filed by Wealth Architects, 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 19,429 shares
    Change vs previous 13F -2,196 shares

    0.61% of the 13F portfolio, value $6,724,534.

    13F-HR 0001611518-26-000003 filed by Wealth Architects, 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 21,625 shares
    Change vs previous 13F -443 shares

    0.67% of the 13F portfolio, value $7,134,383.

    13F-HR 0001611518-25-000013 filed by Wealth Architects, 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 22,068 shares
    Change vs previous 13F -1,849 shares

    0.62% of the 13F portfolio, value $6,083,044.

    13F-HR 0001611518-25-000008 filed by Wealth Architects, 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/A 23,917 shares
    Change vs previous 13F +400 shares

    0.44% of the 13F portfolio, value $4,004,423.

    13F-HR/A 0001611518-25-000003 filed by Wealth Architects, 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 23,517 shares
    Change vs previous 13F -1,888 shares

    0.62% of the 13F portfolio, value $5,452,181.

    13F-HR 0001581794-25-000006 filed by Wealth Architects, 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 25,405 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $4,382,363.

    13F-HR 0001611518-24-000011 filed by Wealth Architects, LLC
    Filed (acceptance time not in the bulk data set), ingested

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