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Conrad Siegel Investment Advisors, Inc.: AVGO position timeline

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

Conrad Siegel Investment Advisors, Inc. held 2,058 AVGO shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,058 shares
    Change vs previous 13F +16 shares

    0.12% of the 13F portfolio, value $722,749.

    13F-HR 0001214659-26-012705 filed by Conrad Siegel Investment Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,042 shares
    Change vs previous 13F +53 shares

    0.13% of the 13F portfolio, value $771,366.

    13F-HR 0001214659-26-008654 filed by Conrad Siegel Investment 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 ended2026-03-31
    13F 1,989 shares
    Change vs previous 13F -181 shares

    0.11% of the 13F portfolio, value $615,615.

    13F-HR 0001214659-26-004602 filed by Conrad Siegel Investment 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 ended2025-12-31
    13F 2,170 shares
    Change vs previous 13F +319 shares

    0.14% of the 13F portfolio, value $751,037.

    13F-HR 0001214659-26-000462 filed by Conrad Siegel Investment 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 ended2025-09-30
    13F 1,851 shares
    Change vs previous 13F +66 shares

    0.13% of the 13F portfolio, value $610,663.

    13F-HR 0001214659-25-015005 filed by Conrad Siegel Investment 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 ended2025-06-30
    13F 1,785 shares
    Change vs previous 13F +53 shares

    0.11% of the 13F portfolio, value $492,035.

    13F-HR 0001214659-25-010351 filed by Conrad Siegel Investment 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 ended2025-03-31
    13F 1,732 shares
    Change vs previous 13F +3 shares

    0.07% of the 13F portfolio, value $289,989.

    13F-HR 0001214659-25-005605 filed by Conrad Siegel Investment 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 ended2024-12-31
    13F 1,729 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $400,851.

    13F-HR 0001214659-25-000487 filed by Conrad Siegel Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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