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Disclosery

Whalen Wealth Management Inc.: AVGO position timeline

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

Whalen Wealth Management Inc. held 8,107 AVGO shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 8,107 shares
    Change vs previous 13F +2,134 shares

    1.22% of the 13F portfolio, value $2,847,005.

    13F-HR 0001894447-26-000004 filed by Whalen Wealth Management Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,973 shares
    Change vs previous 13F -4,658 shares

    1.02% of the 13F portfolio, value $2,256,254.

    13F-HR 0001894447-26-000003 filed by Whalen Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 10,631 shares
    Change vs previous 13F +1,999 shares

    1.76% of the 13F portfolio, value $3,290,522.

    13F-HR 0001894447-26-000002 filed by Whalen Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 8,632 shares
    Change vs previous 13F +1,092 shares

    1.6% of the 13F portfolio, value $2,987,370.

    13F-HR 0001894447-26-000001 filed by Whalen Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 7,540 shares
    Change vs previous 13F +4,534 shares

    1.45% of the 13F portfolio, value $2,487,472.

    13F-HR 0002085853-25-000044 filed by Whalen Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 3,006 shares
    Change vs previous 13F +847 shares

    0.52% of the 13F portfolio, value $828,704.

    13F-HR 0001667731-25-001040 filed by Whalen Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 2,159 shares
    Change vs previous 13F +832 shares

    0.24% of the 13F portfolio, value $361,557.

    13F-HR 0001667731-25-000480 filed by Whalen Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 1,327 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $307,622.

    13F-HR 0001667731-25-000051 filed by Whalen Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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