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Focus Partners Wealth: AVGO position timeline

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

Focus Partners Wealth held 2,753,270 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,753,270 shares
    Change vs previous 13F -540,889 shares

    0.95% of the 13F portfolio, value $1,040,046,657.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 2,659,162 shares
    • Focus Partners Advisor Solutions, LLC: 94,108 shares

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

  2. period ended2026-03-31
    13F 3,294,159 shares
    Change vs previous 13F +631,094 shares

    1.02% of the 13F portfolio, value $1,022,207,191.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 3,215,540 shares
    • Focus Partners Advisor Solutions, LLC: 78,619 shares

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

  3. period ended2025-12-31
    13F 2,663,065 shares
    Change vs previous 13F +1,185,589 shares

    0.96% of the 13F portfolio, value $920,714,904.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 2,603,858 shares
    • Focus Partners Advisor Solutions, LLC: 59,207 shares

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

  4. period ended2025-09-30
    13F 1,477,476 shares
    Change vs previous 13F +373,511 shares

    0.69% of the 13F portfolio, value $487,937,673.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,394,243 shares
    • Focus Partners Advisor Solutions, LLC: 83,233 shares

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

  5. period ended2025-06-30
    13F 1,103,965 shares
    Change vs previous 13F +49,294 shares

    0.57% of the 13F portfolio, value $304,300,447.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,053,004 shares
    • Focus Partners Advisor Solutions, LLC: 50,961 shares

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

  6. period ended2025-03-31
    13F/A 1,054,671 shares
    Change vs previous 13F +99,816 shares

    0.38% of the 13F portfolio, value $176,584,155.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 983,561 shares
    • Focus Partners Advisor Solutions, LLC: 71,110 shares

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

  7. period ended2024-12-31
    13F/A 954,855 shares
    Change vs previous 13F +438,479 shares

    0.5% of the 13F portfolio, value $221,374,287.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 889,603 shares
    • Focus Partners Advisor Solutions, LLC: 65,252 shares

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

  8. period ended2024-09-30
    13F 516,376 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $89,013,125.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 503,527 shares
    • Focus Partners Advisor Solutions, LLC: 12,849 shares

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