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Elevate Capital Advisors, LLC: AVGO position timeline

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

Elevate Capital Advisors, LLC held 9,375 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,375 shares
    Change vs previous 13F -212 shares

    1.96% of the 13F portfolio, value $3,541,361.

    13F-HR 0001909571-26-000004 filed by Elevate Capital Advisors, 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 9,587 shares
    Change vs previous 13F +5,180 shares

    1.92% of the 13F portfolio, value $2,967,167.

    13F-HR 0001909571-26-000002 filed by Elevate Capital Advisors, 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 4,407 shares
    Change vs previous 13F +2,824 shares

    1.01% of the 13F portfolio, value $1,525,232.

    13F-HR 0001909571-26-000001 filed by Elevate Capital Advisors, 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 1,583 shares
    Change vs previous 13F +257 shares

    0.36% of the 13F portfolio, value $522,206.

    13F-HR 0001909571-25-000002 filed by Elevate Capital Advisors, 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 1,326 shares
    Change vs previous 13F -150 shares

    0.29% of the 13F portfolio, value $365,444.

    13F-HR 0001085146-25-004014 filed by Elevate Capital Advisors, 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 1,476 shares
    Change vs previous 13F +156 shares

    0.23% of the 13F portfolio, value $247,073.

    13F-HR 0001085146-25-002367 filed by Elevate Capital Advisors, 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 1,320 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $306,056.

    13F-HR 0001085146-25-000582 filed by Elevate Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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