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Cresset Asset Management, LLC: AVGO position timeline

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

Cresset Asset Management, LLC held 235,869 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 235,869 shares
    Change vs previous 13F +77,651 shares

    0.32% of the 13F portfolio, value $89,099,735.

    13F-HR 0001172661-26-003461 filed by Cresset Asset Management, 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 158,218 shares
    Change vs previous 13F +8,539 shares

    0.21% of the 13F portfolio, value $48,970,188.

    13F-HR 0001172661-26-002185 filed by Cresset Asset 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 ended2025-12-31
    13F 149,679 shares
    Change vs previous 13F +9,997 shares

    0.22% of the 13F portfolio, value $51,803,661.

    13F-HR 0001172661-26-001073 filed by Cresset Asset 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 ended2025-09-30
    13F/A 139,682 shares
    Change vs previous 13F +2,368 shares

    0.2% of the 13F portfolio, value $46,082,602.

    13F-HR/A 0001172661-26-000269 filed by Cresset Asset 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 ended2025-06-30
    13F/A 137,314 shares
    Change vs previous 13F -130,681 shares

    0.19% of the 13F portfolio, value $37,850,724.

    13F-HR/A 0001172661-26-000268 filed by Cresset Asset 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 ended2025-03-31
    13F 267,995 shares
    Change vs previous 13F -18,856 shares

    0.23% of the 13F portfolio, value $44,870,420.

    13F-HR 0001172661-25-001764 filed by Cresset Asset 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 ended2024-12-31
    13F 286,851 shares
    Change vs previous 13F -235,061 shares

    0.32% of the 13F portfolio, value $66,503,644.

    13F-HR 0001172661-25-000925 filed by Cresset Asset 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 ended2024-09-30
    13F 521,912 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $90,029,698.

    13F-HR 0001172661-24-004738 filed by Cresset Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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