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Disclosery

Concord Wealth Partners: AVGO position timeline

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

Concord Wealth Partners held 66,069 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 66,069 shares
    Change vs previous 13F +839 shares

    1.64% of the 13F portfolio, value $24,957,661.

    13F-HR 0001814214-26-000004 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 34,005 shares
    • Concord Asset Management, LLC/VA: 32,064 shares

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

  2. period ended2026-03-31
    13F 65,230 shares
    Change vs previous 13F +3,099 shares

    1.48% of the 13F portfolio, value $20,189,423.

    13F-HR 0001814214-26-000003 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 33,359 shares
    • Concord Asset Management, LLC/VA: 31,871 shares

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

  3. period ended2025-12-31
    13F 62,131 shares
    Change vs previous 13F +1,285 shares

    1.6% of the 13F portfolio, value $21,503,562.

    13F-HR 0001814214-26-000001 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 31,786 shares
    • Concord Asset Management, LLC/VA: 30,345 shares

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

  4. period ended2025-09-30
    13F 60,846 shares
    Change vs previous 13F -1,676 shares

    1.57% of the 13F portfolio, value $20,073,703.

    13F-HR 0001814214-25-000007 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 30,757 shares
    • Concord Asset Management, LLC/VA: 30,089 shares

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

  5. period ended2025-06-30
    13F 62,522 shares
    Change vs previous 13F -3,169 shares

    1.28% of the 13F portfolio, value $17,234,328.

    13F-HR 0001814214-25-000005 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 31,261 shares
    • Concord Asset Management, LLC/VA: 31,261 shares

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

  6. period ended2025-03-31
    13F 65,691 shares
    Change vs previous 13F -22,891 shares

    1.06% of the 13F portfolio, value $11,281,133.

    13F-HR 0001814214-25-000003 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 35,906 shares
    • Concord Asset Management, LLC/VA: 29,785 shares

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

  7. period ended2024-12-31
    13F 88,582 shares
    Change vs previous 13F -2,179 shares

    1.93% of the 13F portfolio, value $20,536,851.

    13F-HR 0001814214-25-000002 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 46,015 shares
    • Concord Asset Management, LLC/VA: 42,567 shares

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

  8. period ended2024-09-30
    13F 90,761 shares
    Change vs previous 13F not available

    1.5% of the 13F portfolio, value $15,656,212.

    13F-HR 0001814214-24-000008 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 46,526 shares
    • Concord Asset Management, LLC/VA: 44,235 shares

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