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Jones Kertz & Associates, Inc.: AVGO position timeline

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

Jones Kertz & Associates, Inc. held 43,742 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,742 shares
    Change vs previous 13F -1,892 shares

    7.62% of the 13F portfolio, value $16,523,540.

    13F-HR 0002085853-26-000818 filed by Jones Kertz & 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 45,634 shares
    Change vs previous 13F -1,651 shares

    7.5% of the 13F portfolio, value $14,124,179.

    13F-HR 0002085853-26-000479 filed by Jones Kertz & 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 47,285 shares
    Change vs previous 13F not available

    8.41% of the 13F portfolio, value $16,365,338.

    13F-HR 0002085853-26-000109 filed by Jones Kertz & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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