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Allworth Financial LP: AVGO position timeline

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

Allworth Financial LP held 335,212 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 335,212 shares
    Change vs previous 13F -103,290 shares

    0.54% of the 13F portfolio, value $126,626,282.

    13F-HR 0001140361-26-032279 filed by Allworth Financial LP
    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 438,502 shares
    Change vs previous 13F -3,337 shares

    0.55% of the 13F portfolio, value $135,720,704.

    13F-HR 0001140361-26-021379 filed by Allworth Financial LP
    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 441,839 shares
    Change vs previous 13F +82,263 shares

    0.63% of the 13F portfolio, value $152,920,488.

    13F-HR 0001140361-26-003753 filed by Allworth Financial LP
    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 359,576 shares
    Change vs previous 13F -11,261 shares

    0.52% of the 13F portfolio, value $118,627,793.

    13F-HR 0001140361-25-044001 filed by Allworth Financial LP
    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 370,837 shares
    Change vs previous 13F +49,969 shares

    0.49% of the 13F portfolio, value $102,221,154.

    13F-HR 0001140361-25-029630 filed by Allworth Financial LP
    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 320,868 shares
    Change vs previous 13F +2,770 shares

    0.34% of the 13F portfolio, value $60,371,264.

    13F-HR 0001140361-25-016624 filed by Allworth Financial LP
    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 318,098 shares
    Change vs previous 13F +2,531 shares

    0.42% of the 13F portfolio, value $76,633,104.

    13F-HR 0001140361-25-002456 filed by Allworth Financial LP
    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 315,567 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $54,435,297.

    13F-HR 0001140361-24-044001 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

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