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Disclosery

Heritage Family Offices, LLP: AVGO position timeline

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

Heritage Family Offices, LLP held 8,981 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,981 shares
    Change vs previous 13F -338 shares

    1.31% of the 13F portfolio, value $3,392,684.

    13F-HR 0002019316-26-000005 filed by Heritage Family Offices, LLP
    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 9,319 shares
    Change vs previous 13F +444 shares

    1.28% of the 13F portfolio, value $2,884,393.

    13F-HR 0002019316-26-000002 filed by Heritage Family Offices, LLP
    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 8,875 shares
    Change vs previous 13F -184 shares

    1.4% of the 13F portfolio, value $3,071,654.

    13F-HR 0002019316-26-000001 filed by Heritage Family Offices, LLP
    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 9,059 shares
    Change vs previous 13F -3,299 shares

    1.39% of the 13F portfolio, value $2,988,605.

    13F-HR 0002019316-25-000006 filed by Heritage Family Offices, LLP
    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 12,358 shares
    Change vs previous 13F +2 shares

    1.06% of the 13F portfolio, value $2,089,953.

    13F-HR 0002019316-25-000003 filed by Heritage Family Offices, LLP
    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 12,356 shares
    Change vs previous 13F -2,279 shares

    1.06% of the 13F portfolio, value $2,068,824.

    13F-HR 0002019316-25-000002 filed by Heritage Family Offices, LLP
    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 14,635 shares
    Change vs previous 13F +1,038 shares

    1.69% of the 13F portfolio, value $3,392,942.

    13F-HR 0002019316-25-000001 filed by Heritage Family Offices, LLP
    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 13,597 shares
    Change vs previous 13F not available

    1.21% of the 13F portfolio, value $2,345,553.

    13F-HR 0002019316-24-000002 filed by Heritage Family Offices, LLP
    Filed (acceptance time not in the bulk data set), ingested

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