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Disclosery

CX Institutional: AVGO position timeline

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

CX Institutional held 92,006 AVGO shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 92,006 shares
    Change vs previous 13F +1,538 shares

    0.88% of the 13F portfolio, value $32,312,000.

    13F-HR 0001737089-26-000006 filed by CX Institutional
    Accepted , ingested

  2. period ended2026-06-30
    13F 90,468 shares
    Change vs previous 13F -2,006 shares

    0.99% of the 13F portfolio, value $34,174,000.

    13F-HR 0001737089-26-000004 filed by CX Institutional
    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 92,474 shares
    Change vs previous 13F +17,424 shares

    0.87% of the 13F portfolio, value $28,622,000.

    13F-HR 0001737089-26-000003 filed by CX Institutional
    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 75,050 shares
    Change vs previous 13F +1,247 shares

    0.77% of the 13F portfolio, value $25,975,000.

    13F-HR 0001737089-26-000001 filed by CX Institutional
    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 73,803 shares
    Change vs previous 13F -26,607 shares

    0.74% of the 13F portfolio, value $24,348,000.

    13F-HR 0001737089-25-000011 filed by CX Institutional
    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/A 100,410 shares
    Change vs previous 13F +4,829 shares

    0.97% of the 13F portfolio, value $27,678,000.

    13F-HR/A 0001737089-25-000007 filed by CX Institutional
    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 95,581 shares
    Change vs previous 13F +15,508 shares

    0.6% of the 13F portfolio, value $16,003,000.

    13F-HR 0001737089-25-000005 filed by CX Institutional
    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 80,073 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $18,564,197.

    13F-HR 0001737089-25-000001 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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