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Disclosery

Kelsey Financial, LLC: AVGO position timeline

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

Kelsey Financial, LLC held 23,803 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 23,803 shares
    Change vs previous 13F 0 shares

    6.82% of the 13F portfolio, value $8,991,583.

    13F-HR 0002022609-26-000003 filed by Kelsey Financial, 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 23,803 shares
    Change vs previous 13F -1,494 shares

    6.44% of the 13F portfolio, value $7,367,267.

    13F-HR 0002022609-26-000002 filed by Kelsey Financial, 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 25,297 shares
    Change vs previous 13F not available

    7.52% of the 13F portfolio, value $8,755,292.

    13F-HR 0002022609-26-000001 filed by Kelsey Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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