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Williams Jones Wealth Management, LLC.: AVGO position timeline

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

Williams Jones Wealth Management, LLC. held 691,659 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 691,659 shares
    Change vs previous 13F +115,822 shares

    2.95% of the 13F portfolio, value $261,274,193.

    13F-HR 0001104659-26-090796 filed by Williams Jones Wealth 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 575,837 shares
    Change vs previous 13F -1,267 shares

    2.19% of the 13F portfolio, value $178,227,310.

    13F-HR 0001104659-26-055404 filed by Williams Jones Wealth 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 577,104 shares
    Change vs previous 13F +5,781 shares

    2.26% of the 13F portfolio, value $199,735,694.

    13F-HR 0001104659-26-015161 filed by Williams Jones Wealth 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 571,323 shares
    Change vs previous 13F +44 shares

    2.16% of the 13F portfolio, value $188,485,171.

    13F-HR 0001104659-25-112450 filed by Williams Jones Wealth Management, 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 571,279 shares
    Change vs previous 13F +7,628 shares

    1.88% of the 13F portfolio, value $157,473,056.

    13F-HR 0001104659-25-078575 filed by Williams Jones Wealth Management, 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 563,651 shares
    Change vs previous 13F +6,894 shares

    1.21% of the 13F portfolio, value $94,372,087.

    13F-HR 0001104659-25-049421 filed by Williams Jones Wealth Management, 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 556,757 shares
    Change vs previous 13F -4,472 shares

    1.56% of the 13F portfolio, value $129,078,481.

    13F-HR 0001104659-25-013487 filed by Williams Jones Wealth Management, 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 561,229 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $96,812,082.

    13F-HR 0001104659-24-118998 filed by Williams Jones Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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