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Disclosery

Ballentine Partners, LLC: AVGO position timeline

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

Ballentine Partners, LLC held 103,773 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 103,773 shares
    Change vs previous 13F +4,854 shares

    0.48% of the 13F portfolio, value $39,200,251.

    13F-HR 0001172661-26-002674 filed by Ballentine Partners, 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 98,919 shares
    Change vs previous 13F +419 shares

    0.43% of the 13F portfolio, value $30,616,420.

    13F-HR 0001172661-26-001909 filed by Ballentine Partners, 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 98,500 shares
    Change vs previous 13F +995 shares

    0.48% of the 13F portfolio, value $34,090,851.

    13F-HR 0001172661-26-000457 filed by Ballentine Partners, 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 97,505 shares
    Change vs previous 13F -604 shares

    0.45% of the 13F portfolio, value $32,167,875.

    13F-HR 0001172661-25-004541 filed by Ballentine Partners, 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 98,109 shares
    Change vs previous 13F +8,859 shares

    0.41% of the 13F portfolio, value $27,043,747.

    13F-HR 0001172661-25-002596 filed by Ballentine Partners, 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 89,250 shares
    Change vs previous 13F +6,985 shares

    0.26% of the 13F portfolio, value $14,943,127.

    13F-HR 0001172661-25-001551 filed by Ballentine Partners, 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 82,265 shares
    Change vs previous 13F +6,474 shares

    0.33% of the 13F portfolio, value $19,072,318.

    13F-HR 0001172661-25-000227 filed by Ballentine Partners, 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 75,791 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $13,073,948.

    13F-HR 0001172661-24-004333 filed by Ballentine Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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