Position in AVGO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$393,615
+$250,312 QoQ
Shares Held
1,042
+125.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#4,165
of 4,764 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AVGO Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Wealth Preservation Advisors, LLC holds $22,893,453 across 3 Semiconductors names. AVGO ranks #2 (1.7% of the industry book) .
All Filings in AVGO
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $393,615 | 1,042 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $143,303 | 463 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $401,821 | 1,161 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $385,993 | 1,170 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $339,875 | 1,233 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $210,793 | 1,259 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||