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Disclosery

IEQ CAPITAL, LLC: AVGO position timeline

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

IEQ CAPITAL, LLC held 764,997 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 764,997 shares
    Change vs previous 13F -65,354 shares

    1.33% of the 13F portfolio, value $288,977,412.

    13F-HR 0001779789-26-000004 filed by IEQ CAPITAL, LLC
    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 830,351 shares
    Change vs previous 13F +181,515 shares

    1.19% of the 13F portfolio, value $257,002,056.

    13F-HR 0001779789-26-000002 filed by IEQ CAPITAL, LLC
    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 648,836 shares
    Change vs previous 13F +34,495 shares

    0.67% of the 13F portfolio, value $224,561,808.

    13F-HR 0001779789-26-000001 filed by IEQ CAPITAL, LLC
    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 614,341 shares
    Change vs previous 13F +77,248 shares

    0.62% of the 13F portfolio, value $202,677,060.

    13F-HR 0001779789-25-000003 filed by IEQ CAPITAL, LLC
    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 537,093 shares
    Change vs previous 13F +70,904 shares

    0.91% of the 13F portfolio, value $148,049,495.

    13F-HR 0001085146-25-005144 filed by IEQ CAPITAL, LLC
    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 466,189 shares
    Change vs previous 13F +52,467 shares

    0.62% of the 13F portfolio, value $78,053,959.

    13F-HR 0001085146-25-003156 filed by IEQ CAPITAL, LLC
    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 413,722 shares
    Change vs previous 13F +30,074 shares

    0.93% of the 13F portfolio, value $95,917,383.

    13F-HR 0001085146-25-000685 filed by IEQ CAPITAL, LLC
    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 383,648 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $66,179,380.

    13F-HR 0001085146-24-005723 filed by IEQ CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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