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Evergreen Advisors, LLC: AVGO position timeline

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

Evergreen Advisors, LLC held 2,009 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,009 shares
    Change vs previous 13F +250 shares

    0.16% of the 13F portfolio, value $758,900.

    13F-HR 0001762294-26-000004 filed by Evergreen 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 1,759 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $544,428.

    13F-HR 0001762294-26-000003 filed by Evergreen 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 1,759 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $608,790.

    13F-HR 0001762294-26-000001 filed by Evergreen Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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