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CAPTRUST FINANCIAL ADVISORS: AVGO position timeline

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

CAPTRUST FINANCIAL ADVISORS held 2,069,516 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,069,516 shares
    Change vs previous 13F +440,240 shares

    1.2% of the 13F portfolio, value $781,759,820.

    13F-HR 0001062993-26-004295 filed by CAPTRUST 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 1,629,276 shares
    Change vs previous 13F +392,546 shares

    0.88% of the 13F portfolio, value $504,185,641.

    13F-HR 0001062993-26-002655 filed by CAPTRUST 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 1,236,730 shares
    Change vs previous 13F -3,749 shares

    0.81% of the 13F portfolio, value $428,032,138.

    13F-HR 0001062993-26-000955 filed by CAPTRUST 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 1,240,479 shares
    Change vs previous 13F +107,033 shares

    0.83% of the 13F portfolio, value $409,246,556.

    13F-HR 0001062993-25-016947 filed by CAPTRUST 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 1,133,446 shares
    Change vs previous 13F +71,459 shares

    0.7% of the 13F portfolio, value $312,434,389.

    13F-HR 0001062993-25-014473 filed by CAPTRUST 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 1,061,987 shares
    Change vs previous 13F -46,232 shares

    0.45% of the 13F portfolio, value $177,808,560.

    13F-HR 0001062993-25-009406 filed by CAPTRUST 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 1,108,219 shares
    Change vs previous 13F +82,529 shares

    0.73% of the 13F portfolio, value $256,929,471.

    13F-HR 0001062993-25-002458 filed by CAPTRUST 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 1,025,690 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $176,931,606.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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