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BURR FINANCIAL SERVICES, LLC: AVGO position timeline

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

BURR FINANCIAL SERVICES, LLC held 17,666 AVGO shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 17,666 shares
    Change vs previous 13F -24,519 shares

    3.79% of the 13F portfolio, value $6,204,123.

    13F-HR 0002085853-26-001114 filed by BURR FINANCIAL SERVICES, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 42,185 shares
    Change vs previous 13F -1,255 shares

    9.89% of the 13F portfolio, value $15,935,384.

    13F-HR 0002085853-26-000968 filed by BURR FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 43,440 shares
    Change vs previous 13F +4,398 shares

    10.68% of the 13F portfolio, value $13,445,114.

    13F-HR 0002085853-26-000347 filed by BURR FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 39,042 shares
    Change vs previous 13F +1,966 shares

    10.11% of the 13F portfolio, value $13,512,436.

    13F-HR 0002085853-26-000181 filed by BURR FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 37,076 shares
    Change vs previous 13F +2,111 shares

    9.09% of the 13F portfolio, value $12,231,743.

    13F-HR 0002085853-25-000116 filed by BURR FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 34,965 shares
    Change vs previous 13F +3,546 shares

    8.11% of the 13F portfolio, value $9,638,102.

    13F-HR 0001667731-25-000750 filed by BURR FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 31,419 shares
    Change vs previous 13F +7,382 shares

    4.13% of the 13F portfolio, value $5,260,483.

    13F-HR 0001667731-25-000387 filed by BURR FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 24,037 shares
    Change vs previous 13F not available

    3.76% of the 13F portfolio, value $5,572,738.

    13F-HR 0001667731-25-000050 filed by BURR FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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