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Disclosery

Cornerstone Advisory, LLC: AVGO position timeline

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

Cornerstone Advisory, LLC held 8,211 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,211 shares
    Change vs previous 13F +551 shares

    0.26% of the 13F portfolio, value $3,101,844.

    13F-HR 0001765380-26-000238 filed by Cornerstone Advisory, 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 7,660 shares
    Change vs previous 13F +581 shares

    0.22% of the 13F portfolio, value $2,370,835.

    13F-HR 0001765380-26-000144 filed by Cornerstone Advisory, 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 7,079 shares
    Change vs previous 13F +150 shares

    0.23% of the 13F portfolio, value $2,449,872.

    13F-HR 0001765380-26-000050 filed by Cornerstone Advisory, 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 6,929 shares
    Change vs previous 13F -166 shares

    0.22% of the 13F portfolio, value $2,285,984.

    13F-HR 0001765380-25-000443 filed by Cornerstone Advisory, 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 7,095 shares
    Change vs previous 13F +103 shares

    0.21% of the 13F portfolio, value $1,955,766.

    13F-HR 0001765380-25-000271 filed by Cornerstone Advisory, 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 6,992 shares
    Change vs previous 13F +1,754 shares

    0.16% of the 13F portfolio, value $1,398,962.

    13F-HR 0001765380-25-000178 filed by Cornerstone Advisory, 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 5,238 shares
    Change vs previous 13F +785 shares

    0.14% of the 13F portfolio, value $1,220,653.

    13F-HR 0001765380-25-000128 filed by Cornerstone Advisory, 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 4,453 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $768,061.

    13F-HR 0001765380-24-000416 filed by Cornerstone Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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