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Garton & Associates Financial Advisors LLC: AVGO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Garton & Associates Financial Advisors LLC on AVGO, newest first. How the timeline and the estimate are built.

Garton & Associates Financial Advisors LLC held 14,535 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,535 shares
    Change vs previous 13F +147 shares

    12.42% of the 13F portfolio, value $5,490,487.

    13F-HR 0002109857-26-000003 filed by Garton & Associates Financial Advisors 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 14,388 shares
    Change vs previous 13F -1,582 shares

    3.64% of the 13F portfolio, value $4,453,304.

    13F-HR 0002109857-26-000002 filed by Garton & Associates Financial Advisors 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 15,970 shares
    Change vs previous 13F not available

    3.1% of the 13F portfolio, value $5,527,144.

    13F-HR 0002109857-26-000001 filed by Garton & Associates Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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