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FORBES J M & CO LLP: AVGO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FORBES J M & CO LLP on AVGO, newest first. How the timeline and the estimate are built.

FORBES J M & CO LLP held 118,169 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 118,169 shares
    Change vs previous 13F -634 shares

    3.51% of the 13F portfolio, value $44,638,340.

    13F-HR 0001140361-26-028924 filed by FORBES J M & CO LLP
    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 118,803 shares
    Change vs previous 13F +134 shares

    3.11% of the 13F portfolio, value $36,770,717.

    13F-HR 0001140361-26-015061 filed by FORBES J M & CO LLP
    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 118,669 shares
    Change vs previous 13F +930 shares

    3.33% of the 13F portfolio, value $41,071,341.

    13F-HR 0001140361-26-001778 filed by FORBES J M & CO LLP
    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 117,739 shares
    Change vs previous 13F +1,109 shares

    3.23% of the 13F portfolio, value $38,843,273.

    13F-HR 0001140361-25-039557 filed by FORBES J M & CO LLP
    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 116,630 shares
    Change vs previous 13F -128 shares

    2.94% of the 13F portfolio, value $32,149,059.

    13F-HR 0001140361-25-026328 filed by FORBES J M & CO LLP
    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 116,758 shares
    Change vs previous 13F +3,099 shares

    1.89% of the 13F portfolio, value $19,548,792.

    13F-HR 0001140361-25-017471 filed by FORBES J M & CO LLP
    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 113,659 shares
    Change vs previous 13F +159 shares

    2.54% of the 13F portfolio, value $26,350,703.

    13F-HR 0001140361-25-002162 filed by FORBES J M & CO LLP
    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 113,500 shares
    Change vs previous 13F not available

    1.91% of the 13F portfolio, value $19,578,750.

    13F-HR 0001140361-24-044093 filed by FORBES J M & CO LLP
    Filed (acceptance time not in the bulk data set), ingested

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