Skip to content
Disclosery

ANGELES WEALTH MANAGEMENT, LLC: AVGO position timeline

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

ANGELES WEALTH MANAGEMENT, LLC held 44,949 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,949 shares
    Change vs previous 13F +2,065 shares

    0.78% of the 13F portfolio, value $16,979,485.

    13F-HR 0001398344-26-012905 filed by ANGELES WEALTH MANAGEMENT, 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 42,884 shares
    Change vs previous 13F +3,607 shares

    0.72% of the 13F portfolio, value $13,273,027.

    13F-HR 0001398344-26-008459 filed by ANGELES WEALTH 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 ended2025-12-31
    13F 39,277 shares
    Change vs previous 13F +19,094 shares

    0.75% of the 13F portfolio, value $13,593,770.

    13F-HR 0001398344-26-003295 filed by ANGELES WEALTH 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 ended2025-09-30
    13F 20,183 shares
    Change vs previous 13F +854 shares

    0.41% of the 13F portfolio, value $6,658,574.

    13F-HR 0001398344-25-020722 filed by ANGELES WEALTH 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 ended2025-06-30
    13F 19,329 shares
    Change vs previous 13F +3,617 shares

    0.37% of the 13F portfolio, value $5,328,039.

    13F-HR 0001398344-25-013971 filed by ANGELES WEALTH 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 ended2025-03-31
    13F 15,712 shares
    Change vs previous 13F -5,111 shares

    0.22% of the 13F portfolio, value $2,630,660.

    13F-HR 0001398344-25-008850 filed by ANGELES WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Angeles Investment Advisors, LLC: 0 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 15,712 shares

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

  7. period ended2024-12-31
    13F 20,823 shares
    Change vs previous 13F +2,245 shares

    0.15% of the 13F portfolio, value $4,827,605.

    13F-HR 0001398344-25-001300 filed by ANGELES WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Angeles Investment Advisors, LLC: 5,559 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 15,264 shares

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

  8. period ended2024-09-30
    13F 18,578 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $3,204,705.

    13F-HR 0001398344-24-019597 filed by ANGELES WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Angeles Investment Advisors, LLC: 5,992 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 12,586 shares

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