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Disclosery

Finivi Inc.: AVGO position timeline

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

Finivi Inc. held 17,845 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,845 shares
    Change vs previous 13F -2,585 shares

    3.46% of the 13F portfolio, value $6,741,130.

    13F-HR 0002085853-26-000668 filed by Finivi 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 20,430 shares
    Change vs previous 13F +622 shares

    3.45% of the 13F portfolio, value $6,323,313.

    13F-HR 0002085853-26-000338 filed by Finivi 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 19,808 shares
    Change vs previous 13F -1,667 shares

    3.97% of the 13F portfolio, value $6,855,430.

    13F-HR 0002085853-26-000104 filed by Finivi 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 21,475 shares
    Change vs previous 13F -2,562 shares

    4.51% of the 13F portfolio, value $7,084,761.

    13F-HR 0002085853-25-000310 filed by Finivi 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 24,037 shares
    Change vs previous 13F +309 shares

    4.49% of the 13F portfolio, value $6,625,712.

    13F-HR 0002085853-25-000309 filed by Finivi 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 23,728 shares
    Change vs previous 13F +392 shares

    3.2% of the 13F portfolio, value $3,972,757.

    13F-HR 0002085853-25-000308 filed by Finivi 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 23,336 shares
    Change vs previous 13F -1,142 shares

    4.32% of the 13F portfolio, value $5,410,198.

    13F-HR 0002085853-25-000307 filed by Finivi 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 24,478 shares
    Change vs previous 13F not available

    3.42% of the 13F portfolio, value $4,222,487.

    13F-HR 0002085853-25-000306 filed by Finivi Inc.
    Filed (acceptance time not in the bulk data set), ingested

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