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Disclosery

Fortis Capital Management LLC: AVGO position timeline

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

Fortis Capital Management LLC held 47,384 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 47,384 shares
    Change vs previous 13F -250 shares

    2.01% of the 13F portfolio, value $17,899,120.

    13F-HR 0001398344-26-014252 filed by Fortis Capital 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 47,634 shares
    Change vs previous 13F +1,632 shares

    1.97% of the 13F portfolio, value $14,743,220.

    13F-HR 0001398344-26-008947 filed by Fortis Capital 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 46,002 shares
    Change vs previous 13F +1,235 shares

    2.11% of the 13F portfolio, value $15,921,344.

    13F-HR 0001398344-26-003165 filed by Fortis Capital 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 44,767 shares
    Change vs previous 13F -3,823 shares

    2.08% of the 13F portfolio, value $14,769,191.

    13F-HR 0001398344-25-020599 filed by Fortis Capital 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 48,590 shares
    Change vs previous 13F +2,901 shares

    2.09% of the 13F portfolio, value $13,393,855.

    13F-HR 0001398344-25-015085 filed by Fortis Capital 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 45,689 shares
    Change vs previous 13F -770 shares

    1.49% of the 13F portfolio, value $7,649,703.

    13F-HR 0001398344-25-009073 filed by Fortis Capital 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 46,459 shares
    Change vs previous 13F -933 shares

    2% of the 13F portfolio, value $10,771,019.

    13F-HR 0001398344-25-002414 filed by Fortis Capital 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 47,392 shares
    Change vs previous 13F not available

    1.65% of the 13F portfolio, value $8,175,100.

    13F-HR 0001398344-24-020028 filed by Fortis Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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