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Disclosery

Worth Asset Management, LLC: AVGO position timeline

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

Worth Asset Management, LLC held 5,123 AVGO shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,123 shares
    Change vs previous 13F -1,235 shares

    0.52% of the 13F portfolio, value $1,799,282.

    13F-HR 0001927285-26-000007 filed by Worth Asset Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 6,358 shares
    Change vs previous 13F +3,806 shares

    0.77% of the 13F portfolio, value $2,401,735.

    13F-HR 0001927285-26-000005 filed by Worth 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 ended2026-03-31
    13F 2,552 shares
    Change vs previous 13F -3,678 shares

    0.29% of the 13F portfolio, value $789,870.

    13F-HR 0001927285-26-000003 filed by Worth 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 ended2025-12-31
    13F 6,230 shares
    Change vs previous 13F +3,479 shares

    0.91% of the 13F portfolio, value $2,156,203.

    13F-HR 0001927285-26-000001 filed by Worth Asset 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 ended2025-09-30
    13F 2,751 shares
    Change vs previous 13F -3,743 shares

    0.41% of the 13F portfolio, value $907,583.

    13F-HR 0001927285-25-000006 filed by Worth Asset 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 ended2025-06-30
    13F 6,494 shares
    Change vs previous 13F -7,421 shares

    0.88% of the 13F portfolio, value $1,790,107.

    13F-HR 0001927285-25-000005 filed by Worth Asset 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 ended2025-03-31
    13F 13,915 shares
    Change vs previous 13F +11,616 shares

    1.27% of the 13F portfolio, value $2,329,884.

    13F-HR 0001927285-25-000002 filed by Worth Asset 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 ended2024-12-31
    13F 2,299 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $533,016.

    13F-HR 0001927285-25-000001 filed by Worth Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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