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HOLDERNESS INVESTMENTS CO: AVGO position timeline

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

HOLDERNESS INVESTMENTS CO held 40,189 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,189 shares
    Change vs previous 13F +115 shares

    2.53% of the 13F portfolio, value $15,181,302.

    13F-HR 0001184820-26-000004 filed by HOLDERNESS INVESTMENTS CO
    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 40,074 shares
    Change vs previous 13F +139 shares

    2.49% of the 13F portfolio, value $12,403,372.

    13F-HR 0001184820-26-000002 filed by HOLDERNESS INVESTMENTS CO
    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 39,935 shares
    Change vs previous 13F +291 shares

    2.81% of the 13F portfolio, value $13,821,474.

    13F-HR 0001184820-26-000001 filed by HOLDERNESS INVESTMENTS CO
    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 39,644 shares
    Change vs previous 13F +793 shares

    2.67% of the 13F portfolio, value $13,078,808.

    13F-HR 0001184820-25-000014 filed by HOLDERNESS INVESTMENTS CO
    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 38,851 shares
    Change vs previous 13F +430 shares

    2.3% of the 13F portfolio, value $10,709,410.

    13F-HR 0001184820-25-000013 filed by HOLDERNESS INVESTMENTS CO
    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 38,421 shares
    Change vs previous 13F -122 shares

    1.5% of the 13F portfolio, value $6,432,873.

    13F-HR 0001184820-25-000002 filed by HOLDERNESS INVESTMENTS CO
    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 38,543 shares
    Change vs previous 13F +1,100 shares

    1.97% of the 13F portfolio, value $8,935,850.

    13F-HR 0001184820-25-000001 filed by HOLDERNESS INVESTMENTS CO
    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 37,443 shares
    Change vs previous 13F not available

    1.41% of the 13F portfolio, value $6,458,888.

    13F-HR 0001184820-24-000011 filed by HOLDERNESS INVESTMENTS CO
    Filed (acceptance time not in the bulk data set), ingested

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