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Great Point Wealth Advisors, LLC

SEC CIK
0001760304
Latest filing
Jul 23, 2026

AVGO holding history

Broadcom Inc. in every 13F filed by Great Point Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AVGO overviewAll 13F holders of AVGOFull Q2 2026 holdings

Shares (Q2 2026)
1,118
Value
$422.1K
% of portfolio
0.1%
Quarters held
6
Since Q3 2024
Holdings of AVGO by Great Point Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,118$422.1K0.1%+21+1.9%AddedHolders
Q1 20261,097$339.4K0.1%+19+1.8%AddedHolders
Q4 20251,078$373.2K0.1%−67−5.9%ReducedHolders
Q3 20251,145$377.8K0.1%–No prior filingHolders
Q1 20250$00.0%−1,208−100.0%Sold outHolders
Q4 20241,208$280.1K0.1%00.0%UnchangedHolders
Q3 20241,208$208.4K<0.1%+1,208NewHolders