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Disclosery

Wealth Intelligence, LLC: AVGO position timeline

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

Wealth Intelligence, LLC held 18,009 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,009 shares
    Change vs previous 13F +6 shares

    3.16% of the 13F portfolio, value $6,802,900.

    13F-HR 0002112078-26-000003 filed by Wealth Intelligence, 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 18,003 shares
    Change vs previous 13F +292 shares

    2.68% of the 13F portfolio, value $5,572,109.

    13F-HR 0002112078-26-000002 filed by Wealth Intelligence, 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 17,711 shares
    Change vs previous 13F not available

    3.04% of the 13F portfolio, value $6,129,777.

    13F-HR 0002112078-26-000001 filed by Wealth Intelligence, LLC
    Filed (acceptance time not in the bulk data set), ingested

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