GLOBALT Investments LLC / GA: AVGO position timeline

GLOBALT Investments LLC / GA held 75,279 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 75,279 shares

   Change vs previous 13F -2,275 shares

   0.96% of the 13F portfolio, value $28,436,574.

   13F-HR 0002085853-26-000974 filed by GLOBALT Investments LLC / GA
   Filed 2026-08-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 77,554 shares

   Change vs previous 13F -10,187 shares

   0.86% of the 13F portfolio, value $24,003,683.

   13F-HR 0002085853-26-000597 filed by GLOBALT Investments LLC / GA
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 87,741 shares

   Change vs previous 13F -2,532 shares

   1.11% of the 13F portfolio, value $30,367,098.

   13F-HR 0002085853-26-000207 filed by GLOBALT Investments LLC / GA
   Filed 2026-02-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 90,273 shares

   Change vs previous 13F -17,082 shares

   1.09% of the 13F portfolio, value $29,781,906.

   13F-HR 0002085853-25-000087 filed by GLOBALT Investments LLC / GA
   Filed 2025-10-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 107,355 shares

   Change vs previous 13F -5,016 shares

   1.13% of the 13F portfolio, value $29,592,356.

   13F-HR 0001667731-25-001023 filed by GLOBALT Investments LLC / GA
   Filed 2025-07-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 112,371 shares

   Change vs previous 13F -13,022 shares

   0.77% of the 13F portfolio, value $18,814,263.

   13F-HR 0001667731-25-000602 filed by GLOBALT Investments LLC / GA
   Filed 2025-05-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 125,393 shares

   Change vs previous 13F -1,064 shares

   1.11% of the 13F portfolio, value $29,071,095.

   13F-HR 0001667731-25-000233 filed by GLOBALT Investments LLC / GA
   Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 126,457 shares

   Change vs previous 13F not available

   0.82% of the 13F portfolio, value $21,813,819.

   13F-HR 0001951368-24-000003 filed by GLOBALT Investments LLC / GA
   Filed 2024-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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