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Wealthcare Advisory Partners LLC: AVGO position timeline

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

Wealthcare Advisory Partners LLC held 54,500 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 54,500 shares
    Change vs previous 13F -1,016 shares

    0.37% of the 13F portfolio, value $20,587,279.

    13F-HR 0001951757-26-000979 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 50,093 shares
    • Wealthcare Capital Partners, LLC: 4,407 shares

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

  2. period ended2026-03-31
    13F 55,516 shares
    Change vs previous 13F +1,476 shares

    0.32% of the 13F portfolio, value $17,182,895.

    13F-HR 0001951757-26-000595 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 52,285 shares
    • Wealthcare Capital Partners, LLC: 3,231 shares

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

  3. period ended2025-12-31
    13F 54,040 shares
    Change vs previous 13F +2,527 shares

    0.35% of the 13F portfolio, value $18,703,307.

    13F-HR 0001951757-26-000085 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 51,028 shares
    • Wealthcare Capital Partners, LLC: 3,012 shares

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

  4. period ended2025-09-30
    13F 51,513 shares
    Change vs previous 13F +373 shares

    0.34% of the 13F portfolio, value $16,994,505.

    13F-HR 0001951757-25-001337 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 48,556 shares
    • Wealthcare Capital Partners, LLC: 2,957 shares

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

  5. period ended2025-06-30
    13F 51,140 shares
    Change vs previous 13F +2,886 shares

    0.31% of the 13F portfolio, value $14,096,674.

    13F-HR 0001951757-25-000905 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 48,134 shares
    • Wealthcare Capital Partners, LLC: 3,006 shares

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

  6. period ended2025-03-31
    13F 48,254 shares
    Change vs previous 13F +2,498 shares

    0.21% of the 13F portfolio, value $8,079,095.

    13F-HR 0001951757-25-000364 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 45,398 shares
    • Wealthcare Capital Partners, LLC: 2,856 shares

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

  7. period ended2024-12-31
    13F 45,756 shares
    Change vs previous 13F +2,466 shares

    0.28% of the 13F portfolio, value $10,608,180.

    13F-HR 0001951757-25-000037 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 43,460 shares
    • Wealthcare Capital Partners, LLC: 2,296 shares

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

  8. period ended2024-09-30
    13F 43,290 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $7,467,461.

    13F-HR 0001951757-24-001166 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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