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Disclosery

Windle Wealth, LLC: AVGO position timeline

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

Windle Wealth, LLC held 26,334 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,334 shares
    Change vs previous 13F -3,700 shares

    4% of the 13F portfolio, value $9,947,649.

    13F-HR 0001963452-26-000004 filed by Windle Wealth, 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 30,034 shares
    Change vs previous 13F +2,185 shares

    3.93% of the 13F portfolio, value $9,295,763.

    13F-HR 0001963452-26-000003 filed by Windle Wealth, 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 27,849 shares
    Change vs previous 13F -1,928 shares

    4.32% of the 13F portfolio, value $9,638,499.

    13F-HR 0001963452-26-000001 filed by Windle Wealth, 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 29,777 shares
    Change vs previous 13F -798 shares

    4.4% of the 13F portfolio, value $9,823,607.

    13F-HR 0001963452-25-000003 filed by Windle Wealth, 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 30,575 shares
    Change vs previous 13F +367 shares

    4.12% of the 13F portfolio, value $8,427,985.

    13F-HR 0001085146-25-004094 filed by Windle Wealth, 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 30,208 shares
    Change vs previous 13F not available

    2.6% of the 13F portfolio, value $5,057,647.

    13F-HR 0001085146-25-002609 filed by Windle Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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