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Bleakley Financial Group, LLC: AVGO position timeline

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

Bleakley Financial Group, LLC held 198,505 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 198,505 shares
    Change vs previous 13F +11,968 shares

    0.96% of the 13F portfolio, value $74,985,344.

    13F-HR 0001936953-26-000004 filed by Bleakley Financial Group, 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 186,537 shares
    Change vs previous 13F +4,603 shares

    0.9% of the 13F portfolio, value $57,734,998.

    13F-HR 0001936953-26-000003 filed by Bleakley Financial Group, 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 181,934 shares
    Change vs previous 13F +16,565 shares

    1.09% of the 13F portfolio, value $62,967,338.

    13F-HR 0001936953-26-000001 filed by Bleakley Financial Group, 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 165,369 shares
    Change vs previous 13F +4,038 shares

    1.27% of the 13F portfolio, value $54,556,725.

    13F-HR 0001936953-25-000006 filed by Bleakley Financial Group, 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 161,331 shares
    Change vs previous 13F +4,211 shares

    1.13% of the 13F portfolio, value $44,470,939.

    13F-HR 0001936953-25-000004 filed by Bleakley Financial Group, 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 157,120 shares
    Change vs previous 13F +13,682 shares

    0.84% of the 13F portfolio, value $26,306,664.

    13F-HR 0001936953-25-000003 filed by Bleakley Financial Group, 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 143,438 shares
    Change vs previous 13F +3,564 shares

    1% of the 13F portfolio, value $33,254,584.

    13F-HR 0001936953-25-000001 filed by Bleakley Financial Group, 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 139,874 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $24,128,256.

    13F-HR 0001936953-24-000006 filed by Bleakley Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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