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Disclosery

Embree Financial Group: AVGO position timeline

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

Embree Financial Group held 4,263 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,263 shares
    Change vs previous 13F +196 shares

    0.16% of the 13F portfolio, value $1,610,225.

    13F-HR 0002085853-26-000741 filed by Embree Financial Group
    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 4,067 shares
    Change vs previous 13F +581 shares

    0.15% of the 13F portfolio, value $1,258,654.

    13F-HR 0002085853-26-000476 filed by Embree Financial Group
    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 3,486 shares
    Change vs previous 13F +943 shares

    0.15% of the 13F portfolio, value $1,206,430.

    13F-HR 0002085853-26-000033 filed by Embree Financial Group
    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 2,543 shares
    Change vs previous 13F +354 shares

    0.11% of the 13F portfolio, value $839,112.

    13F-HR 0002085853-25-000037 filed by Embree Financial Group
    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 2,189 shares
    Change vs previous 13F +230 shares

    0.09% of the 13F portfolio, value $603,445.

    13F-HR 0001667731-25-000842 filed by Embree Financial Group
    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 1,959 shares
    Change vs previous 13F +235 shares

    0.05% of the 13F portfolio, value $327,941.

    13F-HR 0001667731-25-000496 filed by Embree Financial Group
    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 1,724 shares
    Change vs previous 13F -8 shares

    0.07% of the 13F portfolio, value $399,759.

    13F-HR 0001667731-25-000074 filed by Embree Financial Group
    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 1,732 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $298,777.

    13F-HR 0002020860-24-000004 filed by Embree Financial Group
    Filed (acceptance time not in the bulk data set), ingested

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