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Disclosery

White Wing Wealth Management: AVGO position timeline

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

White Wing Wealth Management held 994 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 994 shares
    Change vs previous 13F +56 shares

    0.2% of the 13F portfolio, value $375,484.

    13F-HR 0002001473-26-000004 filed by White Wing 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 938 shares
    Change vs previous 13F +71 shares

    0.17% of the 13F portfolio, value $290,320.

    13F-HR 0002001473-26-000003 filed by White Wing 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 867 shares
    Change vs previous 13F +62 shares

    0.18% of the 13F portfolio, value $300,069.

    13F-HR 0002001473-26-000001 filed by White Wing 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 805 shares
    Change vs previous 13F +79 shares

    0.17% of the 13F portfolio, value $268,379.

    13F-HR 0002001473-25-000005 filed by White Wing 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 726 shares
    Change vs previous 13F +726 shares

    0.14% of the 13F portfolio, value $200,122.

    13F-HR 0002001473-25-000003 filed by White Wing 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 0 shares
    Change vs previous 13F -926 shares

    13F-HR 0002031941-25-000001 filed by White Wing Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F 926 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $214,684.

    13F-HR 0002001473-25-000001 filed by White Wing Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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