Cox Capital Mgt LLC: AVGO position timeline

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

Cox Capital Mgt LLC held 4,146 AVGO shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

period ended2026-09-30
13F 4,146 shares
Change vs previous 13F -25 shares
0.82% of the 13F portfolio, value $1,456,131.
13F-HR 0001748728-26-000004 filed by Cox Capital Mgt LLC
Accepted 2026-10-07 17:04:49 UTC, ingested 2026-10-07 17:05:30 UTC
period ended2026-06-30
13F 4,171 shares
Change vs previous 13F not available
0.88% of the 13F portfolio, value $1,575,676.
13F-HR 0001748728-26-000003 filed by Cox Capital Mgt LLC
Filed 2026-07-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).