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Disclosery

Fiduciary Alliance LLC: AVGO position timeline

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

Fiduciary Alliance LLC held 20,515 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,515 shares
    Change vs previous 13F -12,965 shares

    0.52% of the 13F portfolio, value $7,749,306.

    13F-HR 0001954805-26-000004 filed by Fiduciary Alliance 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 33,480 shares
    Change vs previous 13F -1,240 shares

    0.8% of the 13F portfolio, value $13,282,282.

    13F-HR 0001954805-26-000003 filed by Fiduciary Alliance 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 34,720 shares
    Change vs previous 13F +687 shares

    0.79% of the 13F portfolio, value $12,016,440.

    13F-HR 0001954805-26-000001 filed by Fiduciary Alliance 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 34,033 shares
    Change vs previous 13F -1,103 shares

    0.75% of the 13F portfolio, value $11,227,929.

    13F-HR 0001954805-25-000008 filed by Fiduciary Alliance 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 35,136 shares
    Change vs previous 13F +4,148 shares

    0.72% of the 13F portfolio, value $9,685,317.

    13F-HR 0001954805-25-000004 filed by Fiduciary Alliance 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 30,988 shares
    Change vs previous 13F +3,349 shares

    0.51% of the 13F portfolio, value $5,188,340.

    13F-HR 0001954805-25-000003 filed by Fiduciary Alliance 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 27,639 shares
    Change vs previous 13F +22,348 shares

    0.65% of the 13F portfolio, value $6,407,853.

    13F-HR 0001954805-25-000002 filed by Fiduciary Alliance LLC
    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 5,291 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $912,718.

    13F-HR 0001954805-24-000006 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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