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Applied Finance Capital Management, LLC: AVGO position timeline

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

Applied Finance Capital Management, LLC held 27,591 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,591 shares
    Change vs previous 13F -23,680 shares

    0.78% of the 13F portfolio, value $10,422,500.

    13F-HR 0001398344-26-012840 filed by Applied Finance Capital Management, 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 51,271 shares
    Change vs previous 13F +19,886 shares

    1.19% of the 13F portfolio, value $15,868,887.

    13F-HR 0001398344-26-008142 filed by Applied Finance Capital Management, 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 31,385 shares
    Change vs previous 13F -3,460 shares

    0.78% of the 13F portfolio, value $10,862,349.

    13F-HR 0001398344-26-002284 filed by Applied Finance Capital Management, 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 34,845 shares
    Change vs previous 13F -7,850 shares

    0.82% of the 13F portfolio, value $11,495,714.

    13F-HR 0001398344-25-020421 filed by Applied Finance Capital Management, 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 42,695 shares
    Change vs previous 13F +2,587 shares

    0.8% of the 13F portfolio, value $11,768,877.

    13F-HR 0001398344-25-013981 filed by Applied Finance Capital Management, 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 40,108 shares
    Change vs previous 13F +473 shares

    0.49% of the 13F portfolio, value $6,715,282.

    13F-HR 0001398344-25-008845 filed by Applied Finance Capital Management, 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 39,635 shares
    Change vs previous 13F +275 shares

    0.4% of the 13F portfolio, value $9,188,978.

    13F-HR 0001398344-25-002620 filed by Applied Finance Capital Management, 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/A 39,360 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $6,789,600.

    13F-HR/A 0001398344-24-020254 filed by Applied Finance Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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