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Clearstead Advisors, LLC: AVGO position timeline

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

Clearstead Advisors, LLC held 157,661 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 157,661 shares
    Change vs previous 13F -7,018 shares

    0.56% of the 13F portfolio, value $59,556,025.

    13F-HR 0000842775-26-000004 filed by Clearstead 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 ended2026-03-31
    13F 164,679 shares
    Change vs previous 13F +45,303 shares

    0.47% of the 13F portfolio, value $50,969,727.

    13F-HR 0000842775-26-000003 filed by Clearstead 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 ended2025-12-31
    13F 119,376 shares
    Change vs previous 13F +24,927 shares

    0.52% of the 13F portfolio, value $41,316,194.

    13F-HR 0000842775-26-000001 filed by Clearstead 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 ended2025-09-30
    13F 94,449 shares
    Change vs previous 13F -13,015 shares

    0.45% of the 13F portfolio, value $31,159,698.

    13F-HR 0000842775-25-000007 filed by Clearstead 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 ended2025-06-30
    13F 107,464 shares
    Change vs previous 13F +10,689 shares

    0.42% of the 13F portfolio, value $29,622,532.

    13F-HR 0001708001-25-000003 filed by Clearstead 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 ended2025-03-31
    13F 96,775 shares
    Change vs previous 13F -2,205 shares

    0.25% of the 13F portfolio, value $16,203,155.

    13F-HR 0000842775-25-000005 filed by Clearstead 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 ended2024-12-31
    13F 98,980 shares
    Change vs previous 13F +863 shares

    0.35% of the 13F portfolio, value $22,947,406.

    13F-HR 0000842775-25-000001 filed by Clearstead 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 ended2024-09-30
    13F 98,117 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $16,925,285.

    13F-HR 0001708001-24-000008 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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