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WealthPlan Investment Management, LLC: AVGO position timeline

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

WealthPlan Investment Management, LLC held 35,818 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,818 shares
    Change vs previous 13F +2,230 shares

    0.67% of the 13F portfolio, value $13,530,328.

    13F-HR 0001929986-26-000006 filed by WealthPlan Investment Management, 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 33,588 shares
    Change vs previous 13F +11,125 shares

    0.58% of the 13F portfolio, value $10,395,671.

    13F-HR 0001929986-26-000005 filed by WealthPlan Investment Management, 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 22,463 shares
    Change vs previous 13F +9,745 shares

    0.5% of the 13F portfolio, value $7,774,558.

    13F-HR 0001929986-26-000004 filed by WealthPlan Investment Management, 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 12,718 shares
    Change vs previous 13F -4,039 shares

    0.28% of the 13F portfolio, value $4,195,806.

    13F-HR 0001929986-25-000008 filed by WealthPlan Investment Management, 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 16,757 shares
    Change vs previous 13F +3,702 shares

    0.34% of the 13F portfolio, value $4,619,091.

    13F-HR 0001929986-25-000004 filed by WealthPlan Investment Management, 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 13,055 shares
    Change vs previous 13F +4,121 shares

    0.22% of the 13F portfolio, value $2,185,748.

    13F-HR 0002009530-25-000003 filed by WealthPlan Investment Management, 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 8,934 shares
    Change vs previous 13F -7,356 shares

    0.2% of the 13F portfolio, value $2,071,280.

    13F-HR 0001929986-25-000001 filed by WealthPlan Investment Management, 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 16,290 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $2,810,023.

    13F-HR 0001929986-24-000004 filed by WealthPlan Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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