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Wilkinson Global Asset Management LLC: AVGO position timeline

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

Wilkinson Global Asset Management LLC held 54,708 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 54,708 shares
    Change vs previous 13F -79 shares

    1.64% of the 13F portfolio, value $20,665,947.

    13F-HR 0001172661-26-003135 filed by Wilkinson Global Asset Management 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 54,787 shares
    Change vs previous 13F +17,390 shares

    1.29% of the 13F portfolio, value $16,957,125.

    13F-HR 0001172661-26-001793 filed by Wilkinson Global Asset Management 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 37,397 shares
    Change vs previous 13F -302 shares

    0.88% of the 13F portfolio, value $12,943,102.

    13F-HR 0001172661-26-000627 filed by Wilkinson Global Asset Management 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 37,699 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $12,437,277.

    13F-HR 0001172661-25-004575 filed by Wilkinson Global Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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