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JOHN G ULLMAN & ASSOCIATES INC: AVGO position timeline

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

JOHN G ULLMAN & ASSOCIATES INC held 56,147 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 56,147 shares
    Change vs previous 13F -2,058 shares

    2.57% of the 13F portfolio, value $21,209,529.

    13F-HR 0000919530-26-000003 filed by JOHN G ULLMAN & ASSOCIATES 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 58,205 shares
    Change vs previous 13F -4,240 shares

    2.39% of the 13F portfolio, value $18,015,030.

    13F-HR 0000919530-26-000002 filed by JOHN G ULLMAN & ASSOCIATES 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 62,445 shares
    Change vs previous 13F -19,476 shares

    2.88% of the 13F portfolio, value $21,612,214.

    13F-HR 0000919530-26-000001 filed by JOHN G ULLMAN & ASSOCIATES 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 81,921 shares
    Change vs previous 13F -5,594 shares

    3.64% of the 13F portfolio, value $27,026,557.

    13F-HR 0000919530-25-000006 filed by JOHN G ULLMAN & ASSOCIATES 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 87,515 shares
    Change vs previous 13F -475 shares

    3.58% of the 13F portfolio, value $24,123,510.

    13F-HR 0000919530-25-000003 filed by JOHN G ULLMAN & ASSOCIATES 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 87,990 shares
    Change vs previous 13F -2,007 shares

    2.27% of the 13F portfolio, value $14,732,166.

    13F-HR 0000919530-25-000002 filed by JOHN G ULLMAN & ASSOCIATES 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 89,997 shares
    Change vs previous 13F -15,943 shares

    3.07% of the 13F portfolio, value $20,864,959.

    13F-HR 0000919530-25-000001 filed by JOHN G ULLMAN & ASSOCIATES 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 105,940 shares
    Change vs previous 13F not available

    2.63% of the 13F portfolio, value $18,274,650.

    13F-HR 0000919530-24-000004 filed by JOHN G ULLMAN & ASSOCIATES INC
    Filed (acceptance time not in the bulk data set), ingested

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