Skip to content
Disclosery

Financial Perspectives, Inc: AVGO position timeline

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

Financial Perspectives, Inc held 30,495 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,495 shares
    Change vs previous 13F -1,909 shares

    2.8% of the 13F portfolio, value $11,519,635.

    13F-HR 0002003287-26-000003 filed by Financial Perspectives, 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 32,404 shares
    Change vs previous 13F -79 shares

    2.8% of the 13F portfolio, value $10,029,357.

    13F-HR 0002003287-26-000002 filed by Financial Perspectives, 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 32,483 shares
    Change vs previous 13F -389 shares

    3.03% of the 13F portfolio, value $11,242,428.

    13F-HR 0002003287-26-000001 filed by Financial Perspectives, 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 32,872 shares
    Change vs previous 13F -166 shares

    3.01% of the 13F portfolio, value $10,844,957.

    13F-HR 0002003287-25-000006 filed by Financial Perspectives, 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 33,038 shares
    Change vs previous 13F +327 shares

    2.75% of the 13F portfolio, value $9,106,933.

    13F-HR 0002003287-25-000004 filed by Financial Perspectives, 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 32,711 shares
    Change vs previous 13F +6 shares

    1.87% of the 13F portfolio, value $5,476,734.

    13F-HR 0002003287-25-000003 filed by Financial Perspectives, 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 32,705 shares
    Change vs previous 13F -5,560 shares

    2.55% of the 13F portfolio, value $7,582,357.

    13F-HR 0002003287-25-000001 filed by Financial Perspectives, 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 38,265 shares
    Change vs previous 13F not available

    2.29% of the 13F portfolio, value $6,600,749.

    13F-HR 0002003287-24-000021 filed by Financial Perspectives, Inc
    Filed (acceptance time not in the bulk data set), ingested

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