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WEST PACES ADVISORS INC.: AVGO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WEST PACES ADVISORS INC. on AVGO, newest first. How the timeline and the estimate are built.

WEST PACES ADVISORS INC. held 10,071 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,071 shares
    Change vs previous 13F +140 shares

    0.64% of the 13F portfolio, value $3,804,316.

    13F-HR 0001398344-26-012281 filed by WEST PACES ADVISORS INC.
    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 9,931 shares
    Change vs previous 13F -1,543 shares

    0.6% of the 13F portfolio, value $3,073,681.

    13F-HR 0001398344-26-008327 filed by WEST PACES ADVISORS INC.
    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 11,474 shares
    Change vs previous 13F -84 shares

    0.77% of the 13F portfolio, value $3,970,999.

    13F-HR 0001398344-26-000988 filed by WEST PACES ADVISORS INC.
    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 11,558 shares
    Change vs previous 13F -1,041 shares

    0.76% of the 13F portfolio, value $3,813,217.

    13F-HR 0001398344-25-019519 filed by WEST PACES ADVISORS INC.
    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 12,599 shares
    Change vs previous 13F -902 shares

    0.74% of the 13F portfolio, value $3,472,970.

    13F-HR 0001398344-25-013608 filed by WEST PACES ADVISORS INC.
    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 13,501 shares
    Change vs previous 13F -2,493 shares

    0.51% of the 13F portfolio, value $2,260,506.

    13F-HR 0001398344-25-007123 filed by WEST PACES ADVISORS INC.
    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 15,994 shares
    Change vs previous 13F -946 shares

    0.91% of the 13F portfolio, value $3,708,095.

    13F-HR 0001398344-25-002933 filed by WEST PACES ADVISORS INC.
    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 16,940 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $2,922,185.

    13F-HR 0001398344-24-018870 filed by WEST PACES ADVISORS INC.
    Filed (acceptance time not in the bulk data set), ingested

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