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Ridgeline Wealth Planning, LLC

SEC CIK
0002013788
Latest filing
Jul 24, 2026

AVGO holding history

Broadcom Inc. in every 13F filed by Ridgeline Wealth Planning, 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)
1,302
Value
$491.9K
% of portfolio
0.3%
Quarters held
5
Since Q2 2025
Holdings of AVGO by Ridgeline Wealth Planning, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,302$491.9K0.3%+27+2.1%AddedHolders
Q1 20261,275$394.7K0.3%+50+4.1%AddedHolders
Q4 20251,225$424.0K0.3%+238+24.1%AddedHolders
Q3 2025987$325.6K0.2%+83+9.2%AddedHolders
Q2 2025904$249.2K0.2%+904NewHolders