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Advisors Asset Management, Inc.: AVGO position timeline

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

Advisors Asset Management, Inc. held 123,935 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 123,935 shares
    Change vs previous 13F -12,745 shares

    0.71% of the 13F portfolio, value $46,816,446.

    13F-HR 0002000324-26-003377 filed by Advisors Asset Management, 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 136,680 shares
    Change vs previous 13F -12,018 shares

    0.7% of the 13F portfolio, value $42,303,827.

    13F-HR 0002000324-26-001941 filed by Advisors Asset Management, 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/A 148,698 shares
    Change vs previous 13F -2,121 shares

    0.86% of the 13F portfolio, value $51,464,378.

    13F-HR/A 0001999371-26-018409 filed by Advisors Asset Management, 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/A 150,819 shares
    Change vs previous 13F -20,960 shares

    0.84% of the 13F portfolio, value $49,756,696.

    13F-HR/A 0001999371-26-018670 filed by Advisors Asset Management, 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/A 171,779 shares
    Change vs previous 13F -14,004 shares

    0.85% of the 13F portfolio, value $47,350,881.

    13F-HR/A 0001999371-26-018459 filed by Advisors Asset Management, 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/A 185,783 shares
    Change vs previous 13F -67,232 shares

    0.58% of the 13F portfolio, value $31,105,648.

    13F-HR/A 0001999371-26-018777 filed by Advisors Asset Management, 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/A 253,015 shares
    Change vs previous 13F -60,779 shares

    1.08% of the 13F portfolio, value $58,658,998.

    13F-HR/A 0001999371-26-018448 filed by Advisors Asset Management, 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/A 313,794 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $54,129,465.

    13F-HR/A 0001999371-26-018452 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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