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Disclosery

Family Firm, Inc.: AVGO position timeline

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

Family Firm, Inc. held 21,298 AVGO shares at 2025-06-30 per its 13F-HR filed 2025-08-08.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 21,298 shares
    Change vs previous 13F -1,547 shares

    1.41% of the 13F portfolio, value $5,870,735.

    13F-HR 0001602603-25-000003 filed by Family Firm, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 22,845 shares
    Change vs previous 13F +76 shares

    0.85% of the 13F portfolio, value $3,824,885.

    13F-HR 0001602603-25-000002 filed by Family Firm, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 22,769 shares
    Change vs previous 13F +112 shares

    1.17% of the 13F portfolio, value $5,278,989.

    13F-HR 0001602603-25-000001 filed by Family Firm, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 22,657 shares
    Change vs previous 13F +21,990 shares

    0.86% of the 13F portfolio, value $3,908,278.

    13F-HR 0001602603-24-000004 filed by Family Firm, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 667 shares
    Change vs previous 13F +422 shares

    0.24% of the 13F portfolio, value $1,071,308.

    13F-HR 0001803084-24-000006 filed by Family Firm, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 245 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $325,253.

    13F-HR 0001602603-24-000002 filed by Family Firm, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 245 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $273,572.

    13F-HR 0001602603-24-000001 filed by Family Firm, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 245 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $203,258.

    13F-HR 0001602603-23-000004 filed by Family Firm, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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