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Asset Allocation & Management Company, LLC: AVGO position timeline

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

Asset Allocation & Management Company, LLC held 2,284 AVGO shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,284 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $802,000.

    13F-HR 0001498383-26-000005 filed by Asset Allocation & Management Company, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,284 shares
    Change vs previous 13F -1,244 shares

    0.28% of the 13F portfolio, value $863,000.

    13F-HR 0001498383-26-000004 filed by Asset Allocation & Management Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 3,528 shares
    Change vs previous 13F -1,200 shares

    0.41% of the 13F portfolio, value $1,092,000.

    13F-HR 0001498383-26-000003 filed by Asset Allocation & Management Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 4,728 shares
    Change vs previous 13F -3,370 shares

    0.65% of the 13F portfolio, value $1,636,000.

    13F-HR 0001498383-26-000001 filed by Asset Allocation & Management Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 8,098 shares
    Change vs previous 13F 0 shares

    1.13% of the 13F portfolio, value $2,672,000.

    13F-HR 0001498383-25-000009 filed by Asset Allocation & Management Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 8,098 shares
    Change vs previous 13F +908 shares

    1.03% of the 13F portfolio, value $2,232,000.

    13F-HR 0001498383-25-000008 filed by Asset Allocation & Management Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 7,190 shares
    Change vs previous 13F 0 shares

    0.61% of the 13F portfolio, value $1,204,000.

    13F-HR 0001498383-25-000007 filed by Asset Allocation & Management Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 7,190 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $1,667,000.

    13F-HR 0001498383-25-000001 filed by Asset Allocation & Management Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

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