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Wealthspire Advisors, LLC: AVGO position timeline

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

Wealthspire Advisors, LLC held 96,827 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 96,827 shares
    Change vs previous 13F +52,080 shares

    0.2% of the 13F portfolio, value $36,576,383.

    13F-HR 0001646247-26-000005 filed by Wealthspire Advisors, 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 44,747 shares
    Change vs previous 13F -17,625 shares

    0.11% of the 13F portfolio, value $13,849,521.

    13F-HR 0001646247-26-000003 filed by Wealthspire Advisors, 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 62,372 shares
    Change vs previous 13F +21,418 shares

    0.17% of the 13F portfolio, value $21,586,924.

    13F-HR 0001646247-26-000001 filed by Wealthspire Advisors, 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 40,954 shares
    Change vs previous 13F -4,853 shares

    0.07% of the 13F portfolio, value $13,511,238.

    13F-HR 0001646247-25-000006 filed by Wealthspire Advisors, 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 45,807 shares
    Change vs previous 13F +2,645 shares

    0.07% of the 13F portfolio, value $12,626,696.

    13F-HR 0001646247-25-000005 filed by Wealthspire Advisors, 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 43,162 shares
    Change vs previous 13F +1,654 shares

    0.04% of the 13F portfolio, value $7,226,688.

    13F-HR 0001646247-25-000004 filed by Wealthspire Advisors, 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 41,508 shares
    Change vs previous 13F +2,387 shares

    0.1% of the 13F portfolio, value $9,623,323.

    13F-HR 0001646247-25-000001 filed by Wealthspire Advisors, 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 39,121 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $6,748,325.

    13F-HR 0001646247-24-000004 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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