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Disclosery

Aureus Asset Management, LLC: AVGO position timeline

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

Aureus Asset Management, LLC held 156,049 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 156,049 shares
    Change vs previous 13F +265 shares

    3.58% of the 13F portfolio, value $58,947,562.

    13F-HR 0001398344-26-014481 filed by Aureus Asset 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 155,784 shares
    Change vs previous 13F +3,823 shares

    3.21% of the 13F portfolio, value $48,216,665.

    13F-HR 0001381296-26-000002 filed by Aureus Asset 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 151,961 shares
    Change vs previous 13F -60,472 shares

    3.35% of the 13F portfolio, value $52,593,705.

    13F-HR 0001381296-26-000001 filed by Aureus Asset 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 212,433 shares
    Change vs previous 13F -24,544 shares

    4.56% of the 13F portfolio, value $70,083,921.

    13F-HR 0001381296-25-000005 filed by Aureus Asset 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 236,977 shares
    Change vs previous 13F -3,424 shares

    4.18% of the 13F portfolio, value $65,322,653.

    13F-HR 0001381296-25-000003 filed by Aureus Asset 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 240,401 shares
    Change vs previous 13F +21,602 shares

    2.82% of the 13F portfolio, value $40,250,410.

    13F-HR 0001381296-25-000002 filed by Aureus Asset 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 218,799 shares
    Change vs previous 13F -3,202 shares

    3.28% of the 13F portfolio, value $50,726,373.

    13F-HR 0001381296-25-000001 filed by Aureus Asset 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 222,001 shares
    Change vs previous 13F not available

    2.51% of the 13F portfolio, value $38,295,134.

    13F-HR 0001381296-24-000004 filed by Aureus Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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