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Disclosery

WealthShield Partners, LLC: AVGO position timeline

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

WealthShield Partners, LLC held 16,857 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,857 shares
    Change vs previous 13F -4,770 shares

    0.97% of the 13F portfolio, value $6,367,757.

    13F-HR 0001398344-26-014166 filed by WealthShield Partners, 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 21,627 shares
    Change vs previous 13F +2,832 shares

    0.75% of the 13F portfolio, value $6,693,789.

    13F-HR 0001398344-26-008094 filed by WealthShield Partners, 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 18,795 shares
    Change vs previous 13F +284 shares

    0.72% of the 13F portfolio, value $6,504,962.

    13F-HR 0001398344-26-001942 filed by WealthShield Partners, 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 18,511 shares
    Change vs previous 13F -970 shares

    0.69% of the 13F portfolio, value $6,106,955.

    13F-HR 0001398344-25-020099 filed by WealthShield Partners, 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 19,481 shares
    Change vs previous 13F +761 shares

    0.65% of the 13F portfolio, value $5,369,922.

    13F-HR 0001398344-25-014826 filed by WealthShield Partners, 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 18,720 shares
    Change vs previous 13F +2,304 shares

    0.4% of the 13F portfolio, value $3,134,317.

    13F-HR 0001398344-25-009105 filed by WealthShield Partners, 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 16,416 shares
    Change vs previous 13F -1,302 shares

    0.54% of the 13F portfolio, value $3,805,993.

    13F-HR 0001398344-25-001803 filed by WealthShield Partners, 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 17,718 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $3,056,419.

    13F-HR 0001398344-24-019902 filed by WealthShield Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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