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Disclosery

Wills Financial Group LLC: AVGO position timeline

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

Wills Financial Group LLC held 16,459 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,459 shares
    Change vs previous 13F -107 shares

    2.26% of the 13F portfolio, value $6,217,312.

    13F-HR 0002059579-26-000005 filed by Wills Financial Group 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 16,566 shares
    Change vs previous 13F -3,358 shares

    2.6% of the 13F portfolio, value $6,904,544.

    13F-HR 0002059579-26-000002 filed by Wills Financial Group 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 19,924 shares
    Change vs previous 13F -1,419 shares

    2.64% of the 13F portfolio, value $6,895,612.

    13F-HR 0002059579-26-000001 filed by Wills Financial Group 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 21,343 shares
    Change vs previous 13F -232 shares

    2.89% of the 13F portfolio, value $7,041,281.

    13F-HR 0002059579-25-000007 filed by Wills Financial Group 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 21,575 shares
    Change vs previous 13F +3,680 shares

    2.58% of the 13F portfolio, value $5,947,233.

    13F-HR 0002059579-25-000004 filed by Wills Financial Group 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 17,895 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $2,996,202.

    13F-HR 0002059579-25-000003 filed by Wills Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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