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Disclosery

Brown Financial Advisors: AVGO position timeline

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

Brown Financial Advisors held 9,168 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-08-26.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,168 shares
    Change vs previous 13F +195 shares

    1.21% of the 13F portfolio, value $3,463,212.

    13F-HR 0002035548-26-000006 filed by Brown Financial Advisors
    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 8,973 shares
    Change vs previous 13F -670 shares

    1.05% of the 13F portfolio, value $2,777,233.

    13F-HR 0002035548-26-000002 filed by Brown Financial Advisors
    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 9,643 shares
    Change vs previous 13F -1,456 shares

    1.22% of the 13F portfolio, value $3,337,442.

    13F-HR 0002035548-26-000001 filed by Brown Financial Advisors
    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 11,099 shares
    Change vs previous 13F -235 shares

    1.35% of the 13F portfolio, value $3,661,671.

    13F-HR 0002035548-25-000005 filed by Brown Financial Advisors
    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 11,334 shares
    Change vs previous 13F +1,032 shares

    1.22% of the 13F portfolio, value $3,124,217.

    13F-HR 0002035548-25-000003 filed by Brown Financial Advisors
    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 10,302 shares
    Change vs previous 13F +177 shares

    0.71% of the 13F portfolio, value $1,724,864.

    13F-HR 0002035548-25-000002 filed by Brown Financial Advisors
    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 10,125 shares
    Change vs previous 13F +1,125 shares

    0.94% of the 13F portfolio, value $2,347,380.

    13F-HR 0002035548-25-000001 filed by Brown Financial Advisors
    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 9,000 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $1,552,500.

    13F-HR 0002035548-24-000003 filed by Brown Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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