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Disclosery

West Wealth Group, LLC: AVGO position timeline

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

West Wealth Group, LLC held 13,021 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,021 shares
    Change vs previous 13F +530 shares

    0.8% of the 13F portfolio, value $4,918,781.

    13F-HR 0001172661-26-003107 filed by West Wealth 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 12,491 shares
    Change vs previous 13F +193 shares

    0.76% of the 13F portfolio, value $3,866,380.

    13F-HR 0001172661-26-001663 filed by West Wealth 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 12,298 shares
    Change vs previous 13F +381 shares

    0.88% of the 13F portfolio, value $4,256,595.

    13F-HR 0001172661-26-000308 filed by West Wealth 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 11,917 shares
    Change vs previous 13F +276 shares

    0.94% of the 13F portfolio, value $4,186,885.

    13F-HR 0001172661-25-004435 filed by West Wealth 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 11,641 shares
    Change vs previous 13F +132 shares

    0.87% of the 13F portfolio, value $3,511,845.

    13F-HR 0001172661-25-003120 filed by West Wealth 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 11,509 shares
    Change vs previous 13F +276 shares

    0.57% of the 13F portfolio, value $1,939,539.

    13F-HR 0001172661-25-001576 filed by West Wealth 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 11,233 shares
    Change vs previous 13F +1,554 shares

    0.78% of the 13F portfolio, value $2,604,487.

    13F-HR 0001172661-25-000297 filed by West Wealth Group, 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 9,679 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $1,669,625.

    13F-HR 0001172661-24-004332 filed by West Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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