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Herold Advisors, Inc.: AVGO position timeline

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

Herold Advisors, Inc. held 7,946 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,946 shares
    Change vs previous 13F -275 shares

    0.59% of the 13F portfolio, value $3,001,000.

    13F-HR 0001172661-26-002737 filed by Herold Advisors, 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 8,221 shares
    Change vs previous 13F +185 shares

    0.56% of the 13F portfolio, value $2,544,484.

    13F-HR 0001172661-26-001982 filed by Herold Advisors, 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 8,036 shares
    Change vs previous 13F -96 shares

    0.62% of the 13F portfolio, value $2,781,261.

    13F-HR 0001172661-26-001090 filed by Herold Advisors, 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 8,132 shares
    Change vs previous 13F -84 shares

    0.62% of the 13F portfolio, value $2,682,828.

    13F-HR 0001172661-25-004762 filed by Herold Advisors, 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 8,216 shares
    Change vs previous 13F -1,521 shares

    0.47% of the 13F portfolio, value $2,264,743.

    13F-HR 0001172661-25-003383 filed by Herold Advisors, 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 9,737 shares
    Change vs previous 13F -3,697 shares

    0.36% of the 13F portfolio, value $1,630,323.

    13F-HR 0001172661-25-001744 filed by Herold Advisors, 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 13,434 shares
    Change vs previous 13F -1,006 shares

    0.68% of the 13F portfolio, value $3,114,941.

    13F-HR 0001172661-25-001072 filed by Herold Advisors, Inc.
    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 14,440 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $2,491,034.

    13F-HR 0001172661-24-005010 filed by Herold Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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