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Disclosery

Ethic Inc.: AVGO position timeline

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

Ethic Inc. held 403,872 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 403,872 shares
    Change vs previous 13F +44,720 shares

    1.9% of the 13F portfolio, value $152,562,578.

    13F-HR 0001780570-26-000005 filed by Ethic Inc.
    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 359,152 shares
    Change vs previous 13F +1,551 shares

    1.74% of the 13F portfolio, value $111,161,136.

    13F-HR 0001780570-26-000004 filed by Ethic Inc.
    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 357,601 shares
    Change vs previous 13F +14,018 shares

    1.9% of the 13F portfolio, value $123,765,743.

    13F-HR 0001780570-26-000002 filed by Ethic Inc.
    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 343,583 shares
    Change vs previous 13F +14,244 shares

    1.87% of the 13F portfolio, value $113,351,496.

    13F-HR 0001780570-25-000008 filed by Ethic Inc.
    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 329,339 shares
    Change vs previous 13F +5,249 shares

    1.59% of the 13F portfolio, value $88,707,550.

    13F-HR 0001780570-25-000005 filed by Ethic Inc.
    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 324,090 shares
    Change vs previous 13F +5,060 shares

    1.11% of the 13F portfolio, value $54,615,620.

    13F-HR 0001780570-25-000003 filed by Ethic Inc.
    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 319,030 shares
    Change vs previous 13F +293,272 shares

    1.49% of the 13F portfolio, value $73,963,863.

    13F-HR 0001780570-25-000002 filed by Ethic Inc.
    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 25,758 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $34,140,483.

    13F-HR 0001780570-24-000010 filed by Ethic Inc.
    Filed (acceptance time not in the bulk data set), ingested

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