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ADELL HARRIMAN & CARPENTER INC: AVGO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ADELL HARRIMAN & CARPENTER INC on AVGO, newest first. How the timeline and the estimate are built.

ADELL HARRIMAN & CARPENTER INC held 418,579 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 418,579 shares
    Change vs previous 13F -21,531 shares

    8.1% of the 13F portfolio, value $158,118,279.

    13F-HR 0001134152-26-000008 filed by ADELL HARRIMAN & CARPENTER INC
    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 440,110 shares
    Change vs previous 13F -8,831 shares

    8.31% of the 13F portfolio, value $136,218,497.

    13F-HR 0001134152-26-000006 filed by ADELL HARRIMAN & CARPENTER INC
    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 448,941 shares
    Change vs previous 13F -26,334 shares

    9.28% of the 13F portfolio, value $155,378,509.

    13F-HR 0001134152-26-000002 filed by ADELL HARRIMAN & CARPENTER INC
    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 475,275 shares
    Change vs previous 13F -23,946 shares

    9.52% of the 13F portfolio, value $156,798,003.

    13F-HR 0001134152-25-000011 filed by ADELL HARRIMAN & CARPENTER INC
    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 499,221 shares
    Change vs previous 13F -39,431 shares

    9.13% of the 13F portfolio, value $137,610,380.

    13F-HR 0001134152-25-000006 filed by ADELL HARRIMAN & CARPENTER INC
    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 538,652 shares
    Change vs previous 13F -13,418 shares

    6.79% of the 13F portfolio, value $90,186,612.

    13F-HR 0001134152-25-000004 filed by ADELL HARRIMAN & CARPENTER INC
    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 552,070 shares
    Change vs previous 13F -11,822 shares

    8.9% of the 13F portfolio, value $127,991,933.

    13F-HR 0001134152-25-000002 filed by ADELL HARRIMAN & CARPENTER INC
    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 563,892 shares
    Change vs previous 13F not available

    7.07% of the 13F portfolio, value $97,271,471.

    13F-HR 0001134152-24-000010 filed by ADELL HARRIMAN & CARPENTER INC
    Filed (acceptance time not in the bulk data set), ingested

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