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Yukon Wealth Management, Inc.: AVGO position timeline

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

Yukon Wealth Management, Inc. held 10,262 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,262 shares
    Change vs previous 13F +7,761 shares

    1.11% of the 13F portfolio, value $3,876,782.

    13F-HR 0002065849-26-000008 filed by Yukon Wealth Management, Inc.
    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 2,501 shares
    Change vs previous 13F +26 shares

    0.46% of the 13F portfolio, value $774,222.

    13F-HR 0002065849-26-000004 filed by Yukon Wealth Management, Inc.
    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 2,475 shares
    Change vs previous 13F -7,023 shares

    0.44% of the 13F portfolio, value $762,346.

    13F-HR 0002065849-26-000002 filed by Yukon Wealth Management, Inc.
    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 9,498 shares
    Change vs previous 13F +174 shares

    1.03% of the 13F portfolio, value $3,133,478.

    13F-HR 0002065849-25-000003 filed by Yukon Wealth Management, Inc.
    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 9,324 shares
    Change vs previous 13F +3,030 shares

    0.92% of the 13F portfolio, value $2,570,010.

    13F-HR 0001085146-25-004421 filed by Yukon Wealth Management, Inc.
    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 6,294 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $1,053,776.

    13F-HR 0001085146-25-002388 filed by Yukon Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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