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HOEY INVESTMENTS, INC: AVGO position timeline

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

HOEY INVESTMENTS, INC held 52,347 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 52,347 shares
    Change vs previous 13F -3,228 shares

    2.61% of the 13F portfolio, value $19,774,080.

    13F-HR 0001799544-26-000004 filed by HOEY INVESTMENTS, 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 55,575 shares
    Change vs previous 13F +1,618 shares

    2.54% of the 13F portfolio, value $17,201,019.

    13F-HR 0001799544-26-000002 filed by HOEY INVESTMENTS, 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 53,957 shares
    Change vs previous 13F +3,104 shares

    2.53% of the 13F portfolio, value $18,674,518.

    13F-HR 0001799544-26-000001 filed by HOEY INVESTMENTS, 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 50,853 shares
    Change vs previous 13F +1,342 shares

    2.27% of the 13F portfolio, value $16,776,914.

    13F-HR 0001799544-25-000005 filed by HOEY INVESTMENTS, 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 49,511 shares
    Change vs previous 13F -3,506 shares

    2.04% of the 13F portfolio, value $13,647,708.

    13F-HR 0001799544-25-000004 filed by HOEY INVESTMENTS, 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 53,017 shares
    Change vs previous 13F +9,195 shares

    1.76% of the 13F portfolio, value $8,876,637.

    13F-HR 0001799544-25-000002 filed by HOEY INVESTMENTS, 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 43,822 shares
    Change vs previous 13F +39,457 shares

    1.73% of the 13F portfolio, value $10,159,693.

    13F-HR 0001799544-25-000001 filed by HOEY INVESTMENTS, 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 4,365 shares
    Change vs previous 13F not available

    1.34% of the 13F portfolio, value $7,008,139.

    13F-HR 0001799544-24-000008 filed by HOEY INVESTMENTS, INC
    Filed (acceptance time not in the bulk data set), ingested

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