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Capital Planning Advisors, LLC: AVGO position timeline

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

Capital Planning Advisors, LLC held 25,898 AVGO shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 25,898 shares
    Change vs previous 13F -736 shares

    1.16% of the 13F portfolio, value $8,015,690.

    13F-HR 0001172661-26-001916 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 26,634 shares
    Change vs previous 13F -1,787 shares

    1.23% of the 13F portfolio, value $9,218,027.

    13F-HR 0001172661-26-000976 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 28,421 shares
    Change vs previous 13F -961 shares

    1.29% of the 13F portfolio, value $9,376,372.

    13F-HR 0001172661-25-004624 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 29,382 shares
    Change vs previous 13F -1,743 shares

    1.19% of the 13F portfolio, value $8,099,148.

    13F-HR 0001172661-25-003407 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 31,125 shares
    Change vs previous 13F +498 shares

    0.8% of the 13F portfolio, value $5,211,259.

    13F-HR 0001172661-25-001696 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 30,627 shares
    Change vs previous 13F +2,037 shares

    1.1% of the 13F portfolio, value $7,100,564.

    13F-HR 0001172661-25-000259 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 28,590 shares
    Change vs previous 13F +26,156 shares

    0.74% of the 13F portfolio, value $4,931,775.

    13F-HR 0001172661-24-004558 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 2,434 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $3,907,860.

    13F-HR 0001172661-24-003236 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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