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Disclosery

Jacobsen Capital Management: AVGO position timeline

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

Jacobsen Capital Management held 9,611 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,611 shares
    Change vs previous 13F +22 shares

    1.06% of the 13F portfolio, value $3,630,555.

    13F-HR 0001782491-26-000003 filed by Jacobsen Capital Management
    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 9,589 shares
    Change vs previous 13F +191 shares

    1% of the 13F portfolio, value $2,967,891.

    13F-HR 0001782491-26-000002 filed by Jacobsen Capital Management
    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 9,398 shares
    Change vs previous 13F -93 shares

    1.06% of the 13F portfolio, value $3,252,648.

    13F-HR 0001782491-26-000001 filed by Jacobsen Capital Management
    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 9,491 shares
    Change vs previous 13F +243 shares

    1.06% of the 13F portfolio, value $3,131,176.

    13F-HR 0001782491-25-000006 filed by Jacobsen Capital Management
    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 9,248 shares
    Change vs previous 13F +926 shares

    0.94% of the 13F portfolio, value $2,549,211.

    13F-HR 0001782491-25-000004 filed by Jacobsen Capital Management
    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 8,322 shares
    Change vs previous 13F +193 shares

    0.61% of the 13F portfolio, value $1,393,352.

    13F-HR 0001782491-25-000002 filed by Jacobsen Capital Management
    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 8,129 shares
    Change vs previous 13F +137 shares

    0.8% of the 13F portfolio, value $1,884,627.

    13F-HR 0001782491-25-000001 filed by Jacobsen Capital Management
    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 7,992 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $1,378,620.

    13F-HR 0001782491-24-000005 filed by Jacobsen Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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