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Disclosery

Annex Advisory Services, LLC: AVGO position timeline

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

Annex Advisory Services, LLC held 215,440 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 215,440 shares
    Change vs previous 13F -9,761 shares

    1.39% of the 13F portfolio, value $81,382,687.

    13F-HR 0001542287-26-000003 filed by Annex Advisory Services, LLC
    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 225,201 shares
    Change vs previous 13F +6,471 shares

    1.31% of the 13F portfolio, value $69,701,874.

    13F-HR 0001542287-26-000002 filed by Annex Advisory Services, LLC
    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 218,730 shares
    Change vs previous 13F +10,275 shares

    1.45% of the 13F portfolio, value $75,702,497.

    13F-HR 0001542287-26-000001 filed by Annex Advisory Services, LLC
    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 208,455 shares
    Change vs previous 13F -2,534 shares

    1.46% of the 13F portfolio, value $68,771,295.

    13F-HR 0001542287-25-000002 filed by Annex Advisory Services, LLC
    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 210,989 shares
    Change vs previous 13F +47,741 shares

    1.4% of the 13F portfolio, value $58,159,109.

    13F-HR 0001085146-25-003756 filed by Annex Advisory Services, LLC
    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 163,248 shares
    Change vs previous 13F +124,583 shares

    0.78% of the 13F portfolio, value $27,332,580.

    13F-HR 0001085146-25-002042 filed by Annex Advisory Services, LLC
    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 38,665 shares
    Change vs previous 13F -1,397 shares

    0.27% of the 13F portfolio, value $8,964,001.

    13F-HR 0001085146-25-000240 filed by Annex Advisory Services, LLC
    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 40,062 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $6,910,682.

    13F-HR 0001085146-24-004836 filed by Annex Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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