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ADVISORY RESEARCH INC: AVGO position timeline

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

ADVISORY RESEARCH INC held 65,495 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 65,495 shares
    Change vs previous 13F +1,808 shares

    2.47% of the 13F portfolio, value $24,740,736.

    13F-HR 0000902584-26-000007 filed by ADVISORY RESEARCH 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 63,687 shares
    Change vs previous 13F -18,737 shares

    2.42% of the 13F portfolio, value $19,711,763.

    13F-HR 0000902584-26-000003 filed by ADVISORY RESEARCH 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 82,424 shares
    Change vs previous 13F -3,305 shares

    3.59% of the 13F portfolio, value $28,527,004.

    13F-HR 0000902584-26-000002 filed by ADVISORY RESEARCH 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 85,729 shares
    Change vs previous 13F +683 shares

    3.71% of the 13F portfolio, value $28,282,742.

    13F-HR 0000902584-25-000004 filed by ADVISORY RESEARCH 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 85,046 shares
    Change vs previous 13F +12,144 shares

    3.6% of the 13F portfolio, value $23,442,968.

    13F-HR 0001085146-25-005021 filed by ADVISORY RESEARCH 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 72,902 shares
    Change vs previous 13F -24,394 shares

    2.15% of the 13F portfolio, value $12,206,048.

    13F-HR 0001085146-25-003120 filed by ADVISORY RESEARCH 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 97,296 shares
    Change vs previous 13F -805 shares

    3.75% of the 13F portfolio, value $22,557,157.

    13F-HR 0001085146-25-001329 filed by ADVISORY RESEARCH 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 98,101 shares
    Change vs previous 13F not available

    3.01% of the 13F portfolio, value $16,922,454.

    13F-HR 0001085146-24-005704 filed by ADVISORY RESEARCH INC
    Filed (acceptance time not in the bulk data set), ingested

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