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TCFG Investment Advisors, LLC: AVGO position timeline

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

TCFG Investment Advisors, LLC held 6,752 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,752 shares
    Change vs previous 13F -5,930 shares

    0.86% of the 13F portfolio, value $2,550,447.

    13F-HR 0001754960-26-000554 filed by TCFG Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 12,682 shares
    Change vs previous 13F +6,590 shares

    0.73% of the 13F portfolio, value $3,925,188.

    13F-HR 0001754960-26-000319 filed by TCFG WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • TCFG WEALTH MANAGEMENT, LLC: 6,341 shares
    • TCFG Investment Advisors, LLC: 6,341 shares

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

  3. period ended2025-12-31
    13F 6,092 shares
    Change vs previous 13F -223 shares

    0.82% of the 13F portfolio, value $2,108,663.

    13F-HR 0001754960-26-000176 filed by TCFG WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F/A 6,315 shares
    Change vs previous 13F +521 shares

    0.82% of the 13F portfolio, value $2,083,440.

    13F-HR/A 0001754960-25-000800 filed by TCFG WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 5,794 shares
    Change vs previous 13F -411 shares

    0.72% of the 13F portfolio, value $1,597,025.

    13F-HR 0001754960-25-000469 filed by TCFG WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 6,205 shares
    Change vs previous 13F +563 shares

    0.52% of the 13F portfolio, value $1,038,962.

    13F-HR 0001754960-25-000209 filed by TCFG WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 5,642 shares
    Change vs previous 13F -317 shares

    0.66% of the 13F portfolio, value $1,308,092.

    13F-HR 0001754960-25-000085 filed by TCFG WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 5,959 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $1,027,949.

    13F-HR 0001754960-24-000492 filed by TCFG WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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