Skip to content
Disclosery

WILLNER & HELLER, LLC: AVGO position timeline

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

WILLNER & HELLER, LLC held 6,070 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,070 shares
    Change vs previous 13F -152 shares

    1.44% of the 13F portfolio, value $2,292,774.

    13F-HR 0001927796-26-000003 filed by WILLNER & HELLER, 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 6,222 shares
    Change vs previous 13F +48 shares

    1.44% of the 13F portfolio, value $1,925,797.

    13F-HR 0001927796-26-000002 filed by WILLNER & HELLER, 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 6,174 shares
    Change vs previous 13F -2,574 shares

    1.54% of the 13F portfolio, value $2,136,758.

    13F-HR 0001927796-26-000001 filed by WILLNER & HELLER, 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 8,748 shares
    Change vs previous 13F -46 shares

    2.22% of the 13F portfolio, value $2,886,078.

    13F-HR 0001927796-25-000002 filed by WILLNER & HELLER, 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 8,794 shares
    Change vs previous 13F -78 shares

    2.04% of the 13F portfolio, value $2,424,134.

    13F-HR 0001085146-25-004024 filed by WILLNER & HELLER, 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 8,872 shares
    Change vs previous 13F +318 shares

    1.37% of the 13F portfolio, value $1,485,373.

    13F-HR 0001085146-25-002587 filed by WILLNER & HELLER, 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 8,554 shares
    Change vs previous 13F -358 shares

    1.74% of the 13F portfolio, value $1,983,119.

    13F-HR 0001085146-25-000260 filed by WILLNER & HELLER, 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 8,912 shares
    Change vs previous 13F not available

    1.37% of the 13F portfolio, value $1,537,369.

    13F-HR 0001085146-24-004786 filed by WILLNER & HELLER, LLC
    Filed (acceptance time not in the bulk data set), ingested

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