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Diversify Advisory Services, LLC: AVGO position timeline

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

Diversify Advisory Services, LLC held 436,716 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 436,716 shares
    Change vs previous 13F +145,284 shares

    1.4% of the 13F portfolio, value $167,358,410.

    13F-HR 0002021232-26-000005 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 218,358 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 218,358 shares

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

  2. period ended2026-03-31
    13F 291,432 shares
    Change vs previous 13F +112,951 shares

    1.89% of the 13F portfolio, value $118,160,871.

    13F-HR 0002030780-26-000002 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 75,982 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 215,450 shares

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

  3. period ended2025-12-31
    13F 178,481 shares
    Change vs previous 13F +3,649 shares

    1.19% of the 13F portfolio, value $62,890,446.

    13F-HR 0002021232-26-000001 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 138,148 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 40,333 shares

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

  4. period ended2025-09-30
    13F 174,832 shares
    Change vs previous 13F +2,633 shares

    1.35% of the 13F portfolio, value $63,385,305.

    13F-HR 0002021232-25-000006 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 132,384 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 42,448 shares

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

  5. period ended2025-06-30
    13F 172,199 shares
    Change vs previous 13F +7,273 shares

    1.27% of the 13F portfolio, value $53,868,979.

    13F-HR 0001085146-25-005226 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 133,009 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 39,190 shares

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

  6. period ended2025-03-31
    13F 164,926 shares
    Change vs previous 13F +34,158 shares

    1.07% of the 13F portfolio, value $31,528,970.

    13F-HR 0001085146-25-002578 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 126,910 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 38,016 shares

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

  7. period ended2024-12-31
    13F 130,768 shares
    Change vs previous 13F +40,288 shares

    0.95% of the 13F portfolio, value $29,332,630.

    13F-HR 0001085146-25-000251 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 94,768 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 36,000 shares

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

  8. period ended2024-09-30
    13F 90,480 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $16,070,608.

    13F-HR 0001085146-24-005134 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 63,276 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 27,204 shares

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