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Disclosery

HEADINVEST, LLC: AVGO position timeline

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

HEADINVEST, LLC held 6,549 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,549 shares
    Change vs previous 13F +470 shares

    0.46% of the 13F portfolio, value $2,473,885.

    13F-HR 0001172661-26-003536 filed by HEADINVEST, 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 6,079 shares
    Change vs previous 13F +1,592 shares

    0.39% of the 13F portfolio, value $1,881,511.

    13F-HR 0001172661-26-002251 filed by HEADINVEST, 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 4,487 shares
    Change vs previous 13F +635 shares

    0.31% of the 13F portfolio, value $1,552,951.

    13F-HR 0001172661-26-000431 filed by HEADINVEST, 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 3,852 shares
    Change vs previous 13F +1,121 shares

    0.26% of the 13F portfolio, value $1,270,813.

    13F-HR 0001172661-25-004982 filed by HEADINVEST, 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 2,731 shares
    Change vs previous 13F -705 shares

    0.16% of the 13F portfolio, value $752,800.

    13F-HR 0001172661-25-003356 filed by HEADINVEST, 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 3,436 shares
    Change vs previous 13F +14 shares

    0.11% of the 13F portfolio, value $575,289.

    13F-HR 0001172661-25-001993 filed by HEADINVEST, 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 3,422 shares
    Change vs previous 13F +252 shares

    0.15% of the 13F portfolio, value $793,356.

    13F-HR 0001172661-25-001323 filed by HEADINVEST, 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 3,170 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $546,825.

    13F-HR 0001172661-24-005343 filed by HEADINVEST, LLC
    Filed (acceptance time not in the bulk data set), ingested

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