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Disclosery

Avalon Trust Co: AVGO position timeline

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

Avalon Trust Co held 297,284 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 297,284 shares
    Change vs previous 13F -268 shares

    6.91% of the 13F portfolio, value $112,298,990.

    13F-HR 0001798150-26-000003 filed by Avalon Trust Co
    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 297,552 shares
    Change vs previous 13F -34,471 shares

    6.35% of the 13F portfolio, value $92,095,286.

    13F-HR 0001798150-26-000002 filed by Avalon Trust Co
    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 332,023 shares
    Change vs previous 13F -3,400 shares

    7.43% of the 13F portfolio, value $114,913,122.

    13F-HR 0001798150-26-000001 filed by Avalon Trust Co
    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 335,423 shares
    Change vs previous 13F -5,148 shares

    7.18% of the 13F portfolio, value $110,659,366.

    13F-HR 0001798150-25-000005 filed by Avalon Trust Co
    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 340,571 shares
    Change vs previous 13F -12,957 shares

    6.86% of the 13F portfolio, value $93,878,366.

    13F-HR 0001798150-25-000004 filed by Avalon Trust Co
    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 353,528 shares
    Change vs previous 13F +7,122 shares

    4.71% of the 13F portfolio, value $59,191,194.

    13F-HR 0001798150-25-000001 filed by Avalon Trust Co
    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 346,406 shares
    Change vs previous 13F -840 shares

    5.71% of the 13F portfolio, value $80,310,768.

    13F-HR 0000842775-25-000003 filed by Avalon Trust Co
    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 347,246 shares
    Change vs previous 13F not available

    4.43% of the 13F portfolio, value $59,899,935.

    13F-HR 0001708001-24-000007 filed by Avalon Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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