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Disclosery

Westwood Wealth Management: AVGO position timeline

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

Westwood Wealth Management held 44,290 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,290 shares
    Change vs previous 13F -425 shares

    4.85% of the 13F portfolio, value $16,730,555.

    13F-HR 0001172661-26-003154 filed by Westwood Wealth Management
    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 44,715 shares
    Change vs previous 13F +44,129 shares

    5.43% of the 13F portfolio, value $13,839,740.

    13F-HR 0001172661-26-001656 filed by Westwood Wealth Management
    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 586 shares
    Change vs previous 13F -39,389 shares

    0.15% of the 13F portfolio, value $202,815.

    13F-HR 0001172661-26-000228 filed by Westwood Wealth Management
    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 39,975 shares
    Change vs previous 13F -19,400 shares

    4.84% of the 13F portfolio, value $13,188,152.

    13F-HR 0001172661-25-004427 filed by Westwood Wealth Management
    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 59,375 shares
    Change vs previous 13F -525 shares

    5.5% of the 13F portfolio, value $16,366,719.

    13F-HR 0001172661-25-002877 filed by Westwood Wealth Management
    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 59,900 shares
    Change vs previous 13F +1,150 shares

    4.32% of the 13F portfolio, value $10,029,057.

    13F-HR 0001172661-25-001860 filed by Westwood Wealth Management
    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 58,750 shares
    Change vs previous 13F -750 shares

    4.92% of the 13F portfolio, value $13,620,600.

    13F-HR 0001172661-25-000721 filed by Westwood Wealth Management
    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 59,500 shares
    Change vs previous 13F not available

    4.02% of the 13F portfolio, value $10,263,750.

    13F-HR 0001861125-24-000009 filed by Westwood Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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