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Cordgrass Capital Advisors, LLC: AVGO position timeline

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

Cordgrass Capital Advisors, LLC held 2,013 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 2,013 shares
    Change vs previous 13F -9,100 shares

    0.28% of the 13F portfolio, value $760,411.

    13F-HR 0001398344-26-013638 filed by Cordgrass Capital 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 11,113 shares
    Change vs previous 13F +101 shares

    0.81% of the 13F portfolio, value $3,439,678.

    13F-HR 0001398344-26-008630 filed by Cordgrass Capital 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 11,012 shares
    Change vs previous 13F -379 shares

    0.92% of the 13F portfolio, value $3,811,253.

    13F-HR 0001398344-26-001825 filed by Cordgrass Capital 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 11,391 shares
    Change vs previous 13F -379 shares

    0.93% of the 13F portfolio, value $3,758,005.

    13F-HR 0001398344-25-020288 filed by Cordgrass Capital 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 11,770 shares
    Change vs previous 13F +520 shares

    0.88% of the 13F portfolio, value $3,244,401.

    13F-HR 0001398344-25-014199 filed by Cordgrass Capital 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 11,250 shares
    Change vs previous 13F +52 shares

    0.54% of the 13F portfolio, value $1,883,588.

    13F-HR 0001398344-25-009206 filed by Cordgrass Capital 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 11,198 shares
    Change vs previous 13F -351 shares

    0.75% of the 13F portfolio, value $2,596,144.

    13F-HR 0001398344-25-002145 filed by Cordgrass Capital 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 11,549 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $1,992,203.

    13F-HR 0001398344-24-020050 filed by Cordgrass Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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