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Disclosery

Belpointe Asset Management LLC: AVGO position timeline

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

Belpointe Asset Management LLC held 25,909 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,909 shares
    Change vs previous 13F +2,010 shares

    0.32% of the 13F portfolio, value $9,787,536.

    13F-HR 0001721242-26-000005 filed by Belpointe 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 23,899 shares
    Change vs previous 13F -3,544 shares

    0.27% of the 13F portfolio, value $7,397,581.

    13F-HR 0001721242-26-000004 filed by Belpointe 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 27,443 shares
    Change vs previous 13F +701 shares

    0.34% of the 13F portfolio, value $9,498,140.

    13F-HR 0001721242-26-000001 filed by Belpointe 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 26,742 shares
    Change vs previous 13F -5,945 shares

    0.34% of the 13F portfolio, value $8,822,660.

    13F-HR 0001721242-25-000007 filed by Belpointe 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 32,687 shares
    Change vs previous 13F -2,564 shares

    0.38% of the 13F portfolio, value $9,010,221.

    13F-HR 0001721242-25-000005 filed by Belpointe 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 35,251 shares
    Change vs previous 13F +12,214 shares

    0.31% of the 13F portfolio, value $5,902,191.

    13F-HR 0001721242-25-000004 filed by Belpointe 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 23,037 shares
    Change vs previous 13F -13,152 shares

    0.23% of the 13F portfolio, value $3,750,975.

    13F-HR 0001721242-25-000002 filed by Belpointe 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 36,189 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $6,242,682.

    13F-HR 0001721242-24-000011 filed by Belpointe Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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