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Aptus Capital Advisors, LLC: AVGO position timeline

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

Aptus Capital Advisors, LLC held 329,985 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 329,985 shares
    Change vs previous 13F +41,494 shares

    0.91% of the 13F portfolio, value $124,651,960.

    13F-HR 0001398344-26-014189 filed by Aptus Capital Advisors, 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 288,491 shares
    Change vs previous 13F -23,118 shares

    0.75% of the 13F portfolio, value $89,290,805.

    13F-HR 0001398344-26-008931 filed by Aptus Capital Advisors, 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 311,609 shares
    Change vs previous 13F +2,803 shares

    0.92% of the 13F portfolio, value $107,847,967.

    13F-HR 0001398344-26-003004 filed by Aptus Capital Advisors, 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 308,806 shares
    Change vs previous 13F +2,778 shares

    0.93% of the 13F portfolio, value $101,878,153.

    13F-HR 0001398344-25-020792 filed by Aptus Capital Advisors, 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 306,028 shares
    Change vs previous 13F -6,788 shares

    0.83% of the 13F portfolio, value $84,356,442.

    13F-HR 0001398344-25-014888 filed by Aptus Capital Advisors, 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 312,816 shares
    Change vs previous 13F -17,238 shares

    0.59% of the 13F portfolio, value $52,374,828.

    13F-HR 0001398344-25-009294 filed by Aptus Capital Advisors, 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 330,054 shares
    Change vs previous 13F -11,233 shares

    0.91% of the 13F portfolio, value $76,519,659.

    13F-HR 0001398344-25-002922 filed by Aptus Capital Advisors, 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 341,287 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $58,872,008.

    13F-HR 0001398344-24-020011 filed by Aptus Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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