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FORTEM FINANCIAL GROUP, LLC: AVGO position timeline

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

FORTEM FINANCIAL GROUP, LLC held 32,683 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 32,683 shares
    Change vs previous 13F +1,155 shares

    2.52% of the 13F portfolio, value $12,346,056.

    13F-HR 0001104659-26-084976 filed by FORTEM FINANCIAL GROUP, 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 31,528 shares
    Change vs previous 13F -643 shares

    2.45% of the 13F portfolio, value $9,758,125.

    13F-HR 0001104659-26-044277 filed by FORTEM FINANCIAL GROUP, 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 32,171 shares
    Change vs previous 13F +373 shares

    2.98% of the 13F portfolio, value $11,134,402.

    13F-HR 0001104659-26-010098 filed by FORTEM FINANCIAL GROUP, 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 31,798 shares
    Change vs previous 13F -2,738 shares

    3.01% of the 13F portfolio, value $10,490,408.

    13F-HR 0001104659-25-106002 filed by FORTEM FINANCIAL GROUP, 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 34,536 shares
    Change vs previous 13F -179 shares

    3.07% of the 13F portfolio, value $9,519,874.

    13F-HR 0001104659-25-076730 filed by FORTEM FINANCIAL GROUP, 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 34,715 shares
    Change vs previous 13F +2,427 shares

    2.26% of the 13F portfolio, value $5,812,378.

    13F-HR 0001104659-25-043116 filed by FORTEM FINANCIAL GROUP, 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 32,288 shares
    Change vs previous 13F -230 shares

    2.9% of the 13F portfolio, value $7,485,659.

    13F-HR 0001104659-25-001240 filed by FORTEM FINANCIAL GROUP, 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/A 32,518 shares
    Change vs previous 13F not available

    2.28% of the 13F portfolio, value $5,609,377.

    13F-HR/A 0001104659-24-120090 filed by FORTEM FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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