XXI WEALTH, LLC: AVGO position timeline

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

XXI WEALTH, LLC held 7,373 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

period ended2026-06-30
13F 7,373 shares
Change vs previous 13F +966 shares
1.28% of the 13F portfolio, value $2,785,151.
13F-HR 0002047463-26-000004 filed by XXI WEALTH, LLC
Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 6,407 shares
Change vs previous 13F +218 shares
1.12% of the 13F portfolio, value $1,983,031.
13F-HR 0002047463-26-000003 filed by XXI WEALTH, LLC
Filed 2026-05-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 6,189 shares
Change vs previous 13F not available
1.3% of the 13F portfolio, value $2,142,013.
13F-HR 0002047463-26-000002 filed by XXI WEALTH, LLC
Filed 2026-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).