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Copeland Capital Management, LLC: AVGO position timeline

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

Copeland Capital Management, LLC held 76,490 AVGO shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 76,490 shares
    Change vs previous 13F +76 shares

    0.62% of the 13F portfolio, value $26,862,659.

    13F-HR 0001580642-26-006863 filed by Copeland Capital Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 76,414 shares
    Change vs previous 13F -4,733 shares

    0.59% of the 13F portfolio, value $28,865,422.

    13F-HR 0001580642-26-004833 filed by Copeland Capital Management, LLC
    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 81,147 shares
    Change vs previous 13F -4,925 shares

    0.56% of the 13F portfolio, value $25,116,057.

    13F-HR 0001580642-26-002984 filed by Copeland Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 86,072 shares
    Change vs previous 13F -23,864 shares

    0.67% of the 13F portfolio, value $29,789,681.

    13F-HR 0001580642-26-000539 filed by Copeland Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 109,936 shares
    Change vs previous 13F -23,266 shares

    0.76% of the 13F portfolio, value $36,269,368.

    13F-HR 0001580642-25-006630 filed by Copeland Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 133,202 shares
    Change vs previous 13F -404 shares

    0.76% of the 13F portfolio, value $36,717,338.

    13F-HR 0001580642-25-004379 filed by Copeland Capital Management, LLC
    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 133,606 shares
    Change vs previous 13F -26,072 shares

    0.45% of the 13F portfolio, value $22,369,684.

    13F-HR 0001580642-25-002522 filed by Copeland Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 159,678 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $37,019,818.

    13F-HR 0001580642-25-000412 filed by Copeland Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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