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Disclosery

Formidable Asset Management, LLC: AVGO position timeline

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

Formidable Asset Management, LLC held 18,760 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,760 shares
    Change vs previous 13F -16 shares

    0.92% of the 13F portfolio, value $5,806,333.

    13F-HR 0001592613-26-000003 filed by Formidable Asset Management, 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 18,776 shares
    Change vs previous 13F -1,738 shares

    1% of the 13F portfolio, value $6,498,407.

    13F-HR 0001592613-26-000002 filed by Formidable Asset Management, 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 20,514 shares
    Change vs previous 13F -247 shares

    0.98% of the 13F portfolio, value $6,767,734.

    13F-HR 0001592613-26-000001 filed by Formidable Asset Management, 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 20,761 shares
    Change vs previous 13F +1,298 shares

    0.9% of the 13F portfolio, value $5,722,662.

    13F-HR 0001592613-25-000008 filed by Formidable Asset Management, 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 19,463 shares
    Change vs previous 13F 0 shares

    0.54% of the 13F portfolio, value $3,258,617.

    13F-HR 0001592613-25-000004 filed by Formidable Asset Management, 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 19,463 shares
    Change vs previous 13F +1,159 shares

    0.54% of the 13F portfolio, value $3,258,617.

    13F-HR 0001592613-25-000002 filed by Formidable Asset Management, 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 18,304 shares
    Change vs previous 13F -1,266 shares

    0.7% of the 13F portfolio, value $4,243,562.

    13F-HR 0001592613-25-000001 filed by Formidable Asset Management, 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 19,570 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $3,375,901.

    13F-HR 0001592613-24-000006 filed by Formidable Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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