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Disclosery

Clearstead Trust, LLC: AVGO position timeline

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

Clearstead Trust, LLC held 45,481 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 45,481 shares
    Change vs previous 13F -166 shares

    2.25% of the 13F portfolio, value $17,180,512.

    13F-HR 0001708001-26-000006 filed by Clearstead Trust, 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 45,647 shares
    Change vs previous 13F -358 shares

    2.3% of the 13F portfolio, value $14,128,091.

    13F-HR 0001708001-26-000002 filed by Clearstead Trust, 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 46,005 shares
    Change vs previous 13F -3,631 shares

    2.51% of the 13F portfolio, value $15,922,229.

    13F-HR 0001708001-26-000001 filed by Clearstead Trust, 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 49,636 shares
    Change vs previous 13F +4,481 shares

    2.8% of the 13F portfolio, value $16,375,339.

    13F-HR 0001708001-25-000004 filed by Clearstead Trust, 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 45,155 shares
    Change vs previous 13F +5,910 shares

    2.35% of the 13F portfolio, value $12,446,959.

    13F-HR 0001708001-25-000002 filed by Clearstead Trust, 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 39,245 shares
    Change vs previous 13F +1,387 shares

    1.46% of the 13F portfolio, value $6,570,816.

    13F-HR 0001798150-25-000002 filed by Clearstead Trust, 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 37,858 shares
    Change vs previous 13F +360 shares

    1.9% of the 13F portfolio, value $8,776,937.

    13F-HR 0000842775-25-000002 filed by Clearstead Trust, 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 37,498 shares
    Change vs previous 13F not available

    1.55% of the 13F portfolio, value $6,468,330.

    13F-HR 0001708001-24-000006 filed by Clearstead Trust, LLC
    Filed (acceptance time not in the bulk data set), ingested

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