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Disclosery

Atala Financial Inc: AVGO position timeline

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

Atala Financial Inc held 5,235 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,235 shares
    Change vs previous 13F -4 shares

    1.21% of the 13F portfolio, value $1,977,521.

    13F-HR 0002053756-26-000003 filed by Atala Financial Inc
    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 5,239 shares
    Change vs previous 13F +103 shares

    1.1% of the 13F portfolio, value $1,632,415.

    13F-HR 0002053756-26-000002 filed by Atala Financial Inc
    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 5,136 shares
    Change vs previous 13F +13 shares

    1.13% of the 13F portfolio, value $1,777,570.

    13F-HR 0002053756-26-000001 filed by Atala Financial Inc
    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 5,123 shares
    Change vs previous 13F +102 shares

    1.06% of the 13F portfolio, value $1,690,129.

    13F-HR 0002053756-25-000008 filed by Atala Financial Inc
    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 5,021 shares
    Change vs previous 13F -94 shares

    0.95% of the 13F portfolio, value $1,384,039.

    13F-HR 0001958743-25-000005 filed by Atala Financial Inc
    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 5,115 shares
    Change vs previous 13F +138 shares

    0.62% of the 13F portfolio, value $856,906.

    13F-HR 0002053756-25-000002 filed by Atala Financial Inc
    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 4,977 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $1,153,868.

    13F-HR 0002053756-25-000001 filed by Atala Financial Inc
    Filed (acceptance time not in the bulk data set), ingested

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