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Ascentis Wealth Management, LLC: AVGO position timeline

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

Ascentis Wealth Management, LLC held 6,442 AVGO shares at 2026-06-30 per its 13F-HR/A filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 6,442 shares
    Change vs previous 13F -55,726 shares

    0.35% of the 13F portfolio, value $2,433,526.

    13F-HR/A 0002032602-26-000007 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 1,429 shares
    • Ascentis Wealth Management, LLC: 5,013 shares

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

  2. period ended2026-03-31
    13F 62,168 shares
    Change vs previous 13F +20,653 shares

    1.05% of the 13F portfolio, value $19,241,778.

    13F-HR 0001845003-26-000004 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 56,265 shares
    • Ascentis Wealth Management, LLC: 5,903 shares

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

  3. period ended2025-12-31
    13F 41,515 shares
    Change vs previous 13F +1,229 shares

    1.37% of the 13F portfolio, value $14,368,354.

    13F-HR 0001845003-26-000001 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 36,409 shares
    • Ascentis Wealth Management, LLC: 5,106 shares

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

  4. period ended2025-09-30
    13F 40,286 shares
    Change vs previous 13F +4,724 shares

    1.25% of the 13F portfolio, value $13,290,926.

    13F-HR 0001845003-25-000006 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 35,429 shares
    • Ascentis Wealth Management, LLC: 4,857 shares

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

  5. period ended2025-06-30
    13F 35,562 shares
    Change vs previous 13F +1,506 shares

    1.02% of the 13F portfolio, value $9,787,354.

    13F-HR 0001845003-25-000004 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 34,117 shares
    • Ascentis Wealth Management, LLC: 1,445 shares

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

  6. period ended2025-03-31
    13F 34,056 shares
    Change vs previous 13F -1,167 shares

    0.69% of the 13F portfolio, value $5,703,175.

    13F-HR 0001845003-25-000002 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 33,177 shares
    • Ascentis Wealth Management, LLC: 879 shares

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

  7. period ended2024-12-31
    13F 35,223 shares
    Change vs previous 13F -4,244 shares

    0.96% of the 13F portfolio, value $8,166,113.

    13F-HR 0001845003-25-000001 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 35,156 shares
    • Ascentis Wealth Management, LLC: 67 shares

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

  8. period ended2024-09-30
    13F/A 39,467 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $6,808,023.

    13F-HR 0001845003-24-000003 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 39,407 shares
    • Ascentis Wealth Management, LLC: 60 shares

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