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Disclosery

American Trust: AVGO position timeline

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

American Trust held 17,793 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 17,793 shares
    Change vs previous 13F +8,936 shares

    0.52% of the 13F portfolio, value $6,721,306.

    13F-HR 0001905128-26-000005 filed by American Trust
    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 8,857 shares
    Change vs previous 13F -1,553 shares

    0.24% of the 13F portfolio, value $2,741,330.

    13F-HR 0001905128-26-000004 filed by American Trust
    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 10,410 shares
    Change vs previous 13F +228 shares

    0.3% of the 13F portfolio, value $3,602,901.

    13F-HR 0001905128-26-000002 filed by American Trust
    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 10,182 shares
    Change vs previous 13F +579 shares

    0.28% of the 13F portfolio, value $3,359,144.

    13F-HR 0001905128-25-000010 filed by American Trust
    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 9,603 shares
    Change vs previous 13F +4,023 shares

    0.25% of the 13F portfolio, value $2,647,067.

    13F-HR 0001905128-25-000007 filed by American Trust
    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 5,580 shares
    Change vs previous 13F +1,400 shares

    0.23% of the 13F portfolio, value $934,259.

    13F-HR 0001905128-25-000004 filed by American Trust
    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 4,180 shares
    Change vs previous 13F -60 shares

    0.07% of the 13F portfolio, value $969,091.

    13F-HR 0001905128-25-000002 filed by American Trust
    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 4,240 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $731,400.

    13F-HR 0001905128-24-000008 filed by American Trust
    Filed (acceptance time not in the bulk data set), ingested

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