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Disclosery

Haven Capital Group, Inc.: AVGO position timeline

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

Haven Capital Group, Inc. held 71,266 AVGO shares at 2026-06-30 per its 13F-HR/A filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 71,266 shares
    Change vs previous 13F -3,172 shares

    21.62% of the 13F portfolio, value $26,920,732.

    13F-HR/A 0001754960-26-000772 filed by Haven Capital Group, Inc.
    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 74,438 shares
    Change vs previous 13F -343 shares

    21.38% of the 13F portfolio, value $23,039,305.

    13F-HR 0001754960-26-000279 filed by Haven Capital Group, Inc.
    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 74,781 shares
    Change vs previous 13F -4,592 shares

    24.28% of the 13F portfolio, value $25,882,000.

    13F-HR 0001754960-26-000065 filed by Haven Capital Group, Inc.
    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 79,373 shares
    Change vs previous 13F -1,379 shares

    23.32% of the 13F portfolio, value $26,186,000.

    13F-HR 0001754960-25-000772 filed by Haven Capital Group, Inc.
    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 80,752 shares
    Change vs previous 13F -345 shares

    19.62% of the 13F portfolio, value $22,259,000.

    13F-HR 0001754960-25-000606 filed by Haven Capital Group, Inc.
    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 81,097 shares
    Change vs previous 13F -1,574 shares

    14.96% of the 13F portfolio, value $13,578,000.

    13F-HR 0001754960-25-000304 filed by Haven Capital Group, Inc.
    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 82,671 shares
    Change vs previous 13F not available

    18.01% of the 13F portfolio, value $19,166,445.

    13F-HR 0001754960-25-000118 filed by Haven Capital Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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