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Disclosery

Athena Investment Management: AVGO position timeline

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

Athena Investment Management held 6,731 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,731 shares
    Change vs previous 13F -56 shares

    1.51% of the 13F portfolio, value $2,542,635.

    13F-HR 0001921093-26-000003 filed by Athena Investment Management
    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 6,787 shares
    Change vs previous 13F +436 shares

    1.09% of the 13F portfolio, value $2,100,644.

    13F-HR 0001921093-26-000002 filed by Athena Investment Management
    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 6,351 shares
    Change vs previous 13F +135 shares

    1.13% of the 13F portfolio, value $2,198,081.

    13F-HR 0001921093-26-000001 filed by Athena Investment Management
    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 6,216 shares
    Change vs previous 13F +272 shares

    1.07% of the 13F portfolio, value $2,050,721.

    13F-HR 0001921093-25-000006 filed by Athena Investment Management
    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 5,944 shares
    Change vs previous 13F -666 shares

    0.92% of the 13F portfolio, value $1,638,464.

    13F-HR 0001921093-25-000004 filed by Athena Investment Management
    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 6,610 shares
    Change vs previous 13F +429 shares

    0.67% of the 13F portfolio, value $1,106,712.

    13F-HR 0001921093-25-000002 filed by Athena Investment Management
    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 6,181 shares
    Change vs previous 13F +238 shares

    0.83% of the 13F portfolio, value $1,433,003.

    13F-HR 0001921093-25-000001 filed by Athena Investment Management
    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 5,943 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $1,025,168.

    13F-HR 0001921093-24-000004 filed by Athena Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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