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Capstone Financial Advisors, Inc.: AVGO position timeline

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

Capstone Financial Advisors, Inc. held 1,733 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,733 shares
    Change vs previous 13F +304 shares

    0.03% of the 13F portfolio, value $654,560.

    13F-HR 0001599217-26-000007 filed by Capstone Financial Advisors, Inc.
    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 1,429 shares
    Change vs previous 13F -1,628 shares

    0.02% of the 13F portfolio, value $442,368.

    13F-HR 0001599217-26-000005 filed by Capstone Financial Advisors, Inc.
    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 3,057 shares
    Change vs previous 13F -1,130 shares

    0.06% of the 13F portfolio, value $1,058,180.

    13F-HR 0001599217-26-000002 filed by Capstone Financial Advisors, Inc.
    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 4,187 shares
    Change vs previous 13F -182 shares

    0.07% of the 13F portfolio, value $1,381,292.

    13F-HR 0001599217-25-000007 filed by Capstone Financial Advisors, Inc.
    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 4,369 shares
    Change vs previous 13F +2,547 shares

    0.07% of the 13F portfolio, value $1,204,386.

    13F-HR 0001599217-25-000005 filed by Capstone Financial Advisors, Inc.
    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 1,822 shares
    Change vs previous 13F -1,215 shares

    0.02% of the 13F portfolio, value $305,121.

    13F-HR 0001599217-25-000003 filed by Capstone Financial Advisors, Inc.
    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 3,037 shares
    Change vs previous 13F +3,037 shares

    0.04% of the 13F portfolio, value $704,173.

    13F-HR 0001599217-25-000001 filed by Capstone Financial Advisors, Inc.
    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 0 shares
    Change vs previous 13F not available

    13F-HR 0001599217-24-000012 filed by Capstone Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.