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Gradient Capital Advisors, LLC: AVGO position timeline

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

Gradient Capital Advisors, LLC held 10,801 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,801 shares
    Change vs previous 13F -330 shares

    0.94% of the 13F portfolio, value $4,079,909.

    13F-HR 0001727917-26-000006 filed by Gradient Capital 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 11,131 shares
    Change vs previous 13F -152 shares

    0.89% of the 13F portfolio, value $3,445,250.

    13F-HR 0001727917-26-000004 filed by Gradient Capital 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 11,283 shares
    Change vs previous 13F -1,015 shares

    1.01% of the 13F portfolio, value $3,905,032.

    13F-HR 0001727917-26-000002 filed by Gradient Capital Advisors, 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 12,298 shares
    Change vs previous 13F -406 shares

    1.09% of the 13F portfolio, value $4,057,119.

    13F-HR 0001727917-25-000011 filed by Gradient Capital Advisors, 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 12,704 shares
    Change vs previous 13F +3,004 shares

    1.03% of the 13F portfolio, value $3,501,814.

    13F-HR 0001727917-25-000009 filed by Gradient Capital Advisors, 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 9,700 shares
    Change vs previous 13F +340 shares

    0.53% of the 13F portfolio, value $1,624,083.

    13F-HR 0001727917-25-000005 filed by Gradient Capital Advisors, 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 9,360 shares
    Change vs previous 13F -445 shares

    0.7% of the 13F portfolio, value $2,169,923.

    13F-HR 0001727917-25-000002 filed by Gradient Capital Advisors, 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 9,805 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $1,691,354.

    13F-HR 0001727917-24-000010 filed by Gradient Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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