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Disclosery

AA Financial Advisors, LLC: AVGO position timeline

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

AA Financial Advisors, LLC held 17,415 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,415 shares
    Change vs previous 13F +73 shares

    0.79% of the 13F portfolio, value $6,578,605.

    13F-HR 0002085853-26-000768 filed by AA Financial 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 17,342 shares
    Change vs previous 13F +479 shares

    0.76% of the 13F portfolio, value $5,367,555.

    13F-HR 0002085853-26-000433 filed by AA Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 16,863 shares
    Change vs previous 13F -534 shares

    1.08% of the 13F portfolio, value $5,836,247.

    13F-HR 0002085853-26-000032 filed by AA Financial Advisors, 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 17,397 shares
    Change vs previous 13F -1,117 shares

    1.13% of the 13F portfolio, value $5,739,347.

    13F-HR 0002085853-25-000076 filed by AA Financial Advisors, 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 18,514 shares
    Change vs previous 13F +2,242 shares

    1.1% of the 13F portfolio, value $5,103,285.

    13F-HR 0001667731-25-000783 filed by AA Financial Advisors, 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 16,272 shares
    Change vs previous 13F -994 shares

    0.66% of the 13F portfolio, value $2,724,453.

    13F-HR 0001667731-25-000448 filed by AA Financial Advisors, 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 17,266 shares
    Change vs previous 13F +454 shares

    1.07% of the 13F portfolio, value $4,002,896.

    13F-HR 0001667731-25-000094 filed by AA Financial Advisors, 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 16,812 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $2,900,143.

    13F-HR 0002016899-24-000004 filed by AA Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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