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Disclosery

Beacon Financial Advisory LLC: AVGO position timeline

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

Beacon Financial Advisory LLC held 6,812 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,812 shares
    Change vs previous 13F -119 shares

    0.51% of the 13F portfolio, value $2,573,384.

    13F-HR 0001800502-26-000001 filed by Beacon Financial Advisory 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 6,931 shares
    Change vs previous 13F +254 shares

    0.48% of the 13F portfolio, value $2,145,307.

    13F-HR 0002085853-26-000505 filed by Beacon Financial Advisory 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 6,677 shares
    Change vs previous 13F +103 shares

    0.54% of the 13F portfolio, value $2,310,873.

    13F-HR 0002085853-26-000264 filed by Beacon Financial Advisory 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 6,574 shares
    Change vs previous 13F +2,350 shares

    0.5% of the 13F portfolio, value $2,168,761.

    13F-HR 0002085853-25-000185 filed by Beacon Financial Advisory 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 4,224 shares
    Change vs previous 13F +82 shares

    0.3% of the 13F portfolio, value $1,164,351.

    13F-HR 0001667731-25-000914 filed by Beacon Financial Advisory 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 4,142 shares
    Change vs previous 13F +584 shares

    0.21% of the 13F portfolio, value $693,449.

    13F-HR 0001667731-25-000506 filed by Beacon Financial Advisory 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 3,558 shares
    Change vs previous 13F +435 shares

    0.27% of the 13F portfolio, value $825,002.

    13F-HR 0001667731-25-000137 filed by Beacon Financial Advisory 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 3,123 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $538,646.

    13F-HR 0001800502-24-000005 filed by Beacon Financial Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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