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Disclosery

CWM, LLC: AVGO position timeline

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

CWM, LLC held 667,208 AVGO shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 667,208 shares
    Change vs previous 13F +16,351 shares

    0.54% of the 13F portfolio, value $206,507,654.

    13F-HR 0001580642-26-003177 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 650,857 shares
    Change vs previous 13F +24,913 shares

    0.61% of the 13F portfolio, value $225,262,000.

    13F-HR 0001580642-26-000404 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 625,944 shares
    Change vs previous 13F +47,000 shares

    0.62% of the 13F portfolio, value $206,505,000.

    13F-HR 0001580642-25-006592 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 578,944 shares
    Change vs previous 13F +4,084 shares

    0.56% of the 13F portfolio, value $159,586,000.

    13F-HR 0001580642-25-004473 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 574,860 shares
    Change vs previous 13F -12,674 shares

    0.38% of the 13F portfolio, value $96,249,000.

    13F-HR 0001580642-25-002731 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 587,534 shares
    Change vs previous 13F +67,622 shares

    0.57% of the 13F portfolio, value $136,214,000.

    13F-HR 0001580642-25-000735 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 519,912 shares
    Change vs previous 13F +474,949 shares

    0.39% of the 13F portfolio, value $89,685,000.

    13F-HR 0001580642-24-006078 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 44,963 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $72,190,000.

    13F-HR 0001580642-24-003600 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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