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Canopy Partners, LLC: AVGO position timeline

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

Canopy Partners, LLC held 11,650 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,650 shares
    Change vs previous 13F +729 shares

    1.32% of the 13F portfolio, value $4,400,864.

    13F-HR 0001960860-26-000003 filed by Canopy Partners, 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 10,921 shares
    Change vs previous 13F -60 shares

    1.16% of the 13F portfolio, value $3,380,221.

    13F-HR 0001960860-26-000002 filed by Canopy Partners, 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 10,981 shares
    Change vs previous 13F +1,427 shares

    1.24% of the 13F portfolio, value $3,800,563.

    13F-HR 0001960860-26-000001 filed by Canopy Partners, 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 9,554 shares
    Change vs previous 13F +2,214 shares

    1.05% of the 13F portfolio, value $3,151,997.

    13F-HR 0001960860-25-000006 filed by Canopy Partners, 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 7,340 shares
    Change vs previous 13F +510 shares

    0.74% of the 13F portfolio, value $2,023,302.

    13F-HR 0001960860-25-000003 filed by Canopy Partners, 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 6,830 shares
    Change vs previous 13F +336 shares

    0.45% of the 13F portfolio, value $1,143,566.

    13F-HR 0001960860-25-000002 filed by Canopy Partners, 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 6,494 shares
    Change vs previous 13F -54 shares

    0.57% of the 13F portfolio, value $1,505,595.

    13F-HR 0001960860-25-000001 filed by Canopy Partners, 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 6,548 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $1,129,549.

    13F-HR 0001960860-24-000008 filed by Canopy Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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