Douglas Lane & Associates, LLC: AVGO position timeline

Douglas Lane & Associates, LLC held 3,049 AVGO shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 3,049 shares

   Change vs previous 13F -863 shares

   0.01% of the 13F portfolio, value $1,070,616.

   13F-HR 0001672594-26-000004 filed by Douglas Lane & Associates, LLC
   Accepted 2026-10-09 16:24:42 UTC, ingested 2026-10-09 16:26:04 UTC

2. period ended2026-06-30

   13F 3,912 shares

   Change vs previous 13F +535 shares

   0.02% of the 13F portfolio, value $1,477,941.

   13F-HR 0001672594-26-000003 filed by Douglas Lane & Associates, 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).

3. period ended2026-03-31

   13F 3,377 shares

   Change vs previous 13F +138 shares

   0.02% of the 13F portfolio, value $1,045,349.

   13F-HR 0001672594-26-000002 filed by Douglas Lane & Associates, LLC
   Filed 2026-04-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

4. period ended2025-12-31

   13F 3,239 shares

   Change vs previous 13F -150 shares

   0.02% of the 13F portfolio, value $1,121,152.

   13F-HR 0001672594-26-000001 filed by Douglas Lane & Associates, LLC
   Filed 2026-01-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

5. period ended2025-09-30

   13F 3,389 shares

   Change vs previous 13F -86 shares

   0.02% of the 13F portfolio, value $1,118,181.

   13F-HR 0001672594-25-000006 filed by Douglas Lane & Associates, LLC
   Filed 2025-10-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

6. period ended2025-06-30

   13F 3,475 shares

   Change vs previous 13F -190 shares

   0.01% of the 13F portfolio, value $957,981.

   13F-HR 0001672594-25-000005 filed by Douglas Lane & Associates, LLC
   Filed 2025-07-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

7. period ended2025-03-31

   13F 3,665 shares

   Change vs previous 13F -605 shares

   0.01% of the 13F portfolio, value $613,690.

   13F-HR 0001672594-25-000003 filed by Douglas Lane & Associates, LLC
   Filed 2025-04-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

8. period ended2024-12-31

   13F 4,270 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $990,038.

   13F-HR 0001672594-25-000001 filed by Douglas Lane & Associates, LLC
   Filed 2025-01-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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