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HOWE & RUSLING INC: AVGO position timeline

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

HOWE & RUSLING INC held 161,429 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 161,429 shares
    Change vs previous 13F -212 shares

    3.54% of the 13F portfolio, value $60,979,792.

    13F-HR 0001398344-26-013907 filed by HOWE & RUSLING 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 161,641 shares
    Change vs previous 13F -8,046 shares

    3.26% of the 13F portfolio, value $50,029,440.

    13F-HR 0001398344-26-007373 filed by HOWE & RUSLING 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 169,687 shares
    Change vs previous 13F -11,619 shares

    3.88% of the 13F portfolio, value $58,728,712.

    13F-HR 0001398344-26-003195 filed by HOWE & RUSLING 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 181,306 shares
    Change vs previous 13F -6,950 shares

    4.1% of the 13F portfolio, value $59,814,733.

    13F-HR 0001398344-25-020331 filed by HOWE & RUSLING 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 188,256 shares
    Change vs previous 13F +9,766 shares

    3.83% of the 13F portfolio, value $51,892,736.

    13F-HR 0001398344-25-014994 filed by HOWE & RUSLING 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 178,490 shares
    Change vs previous 13F -22,064 shares

    2.51% of the 13F portfolio, value $29,884,656.

    13F-HR 0001398344-25-011899 filed by HOWE & RUSLING 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 200,554 shares
    Change vs previous 13F -5,685 shares

    4.01% of the 13F portfolio, value $46,496,366.

    13F-HR 0001398344-25-002485 filed by HOWE & RUSLING 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 206,239 shares
    Change vs previous 13F not available

    3.06% of the 13F portfolio, value $35,576,235.

    13F-HR 0001398344-24-020389 filed by HOWE & RUSLING INC
    Filed (acceptance time not in the bulk data set), ingested

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