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Wescott Financial Advisory Group, LLC: AVGO position timeline

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

Wescott Financial Advisory Group, LLC held 3,780 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,780 shares
    Change vs previous 13F +219 shares

    0.11% of the 13F portfolio, value $1,428,006.

    13F-HR 0001172661-26-003047 filed by Wescott Financial Advisory Group, 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 3,561 shares
    Change vs previous 13F +1,041 shares

    0.1% of the 13F portfolio, value $1,102,194.

    13F-HR 0001172661-26-001689 filed by Wescott Financial Advisory Group, 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 2,520 shares
    Change vs previous 13F +612 shares

    0.08% of the 13F portfolio, value $872,118.

    13F-HR 0001172661-26-000655 filed by Wescott Financial Advisory Group, 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 1,908 shares
    Change vs previous 13F +137 shares

    0.06% of the 13F portfolio, value $629,410.

    13F-HR 0001172661-25-004588 filed by Wescott Financial Advisory Group, 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 1,771 shares
    Change vs previous 13F +445 shares

    0.05% of the 13F portfolio, value $488,205.

    13F-HR 0001172661-25-003022 filed by Wescott Financial Advisory Group, 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 1,326 shares
    Change vs previous 13F +48 shares

    0.02% of the 13F portfolio, value $221,989.

    13F-HR 0001172661-25-001836 filed by Wescott Financial Advisory Group, 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 1,278 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $296,184.

    13F-HR 0001172661-25-000710 filed by Wescott Financial Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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