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Disclosery

WEALTH EFFECTS LLC: AVGO position timeline

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

WEALTH EFFECTS LLC held 13,149 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,149 shares
    Change vs previous 13F -1,307 shares

    1.34% of the 13F portfolio, value $4,967,007.

    13F-HR 0001951757-26-001134 filed by WEALTH EFFECTS 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 14,456 shares
    Change vs previous 13F +300 shares

    1.59% of the 13F portfolio, value $4,474,361.

    13F-HR 0001951757-26-000687 filed by WEALTH EFFECTS 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 14,156 shares
    Change vs previous 13F -297 shares

    1.53% of the 13F portfolio, value $4,899,485.

    13F-HR 0001951757-26-000293 filed by WEALTH EFFECTS 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 14,453 shares
    Change vs previous 13F +18 shares

    1.53% of the 13F portfolio, value $4,768,030.

    13F-HR 0001951757-25-001197 filed by WEALTH EFFECTS 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 14,435 shares
    Change vs previous 13F +243 shares

    1.49% of the 13F portfolio, value $3,979,050.

    13F-HR 0001951757-25-000849 filed by WEALTH EFFECTS 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 14,192 shares
    Change vs previous 13F -307 shares

    1% of the 13F portfolio, value $2,376,206.

    13F-HR 0001951757-25-000441 filed by WEALTH EFFECTS 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 14,499 shares
    Change vs previous 13F +1,437 shares

    1.19% of the 13F portfolio, value $3,361,495.

    13F-HR 0001951757-25-000109 filed by WEALTH EFFECTS 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 13,062 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $2,253,137.

    13F-HR 0001951757-24-001093 filed by WEALTH EFFECTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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