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KLINGENSTEIN FIELDS & CO LP: AVGO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of KLINGENSTEIN FIELDS & CO LP on AVGO, newest first. How the timeline and the estimate are built.

KLINGENSTEIN FIELDS & CO LP held 504,659 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 504,659 shares
    Change vs previous 13F -8,856 shares

    6.67% of the 13F portfolio, value $190,634,938.

    13F-HR 0001398344-26-013512 filed by KLINGENSTEIN FIELDS & CO LP
    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 513,515 shares
    Change vs previous 13F -3,206 shares

    6.26% of the 13F portfolio, value $158,938,028.

    13F-HR 0001398344-26-009033 filed by KLINGENSTEIN FIELDS & CO LP
    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 516,721 shares
    Change vs previous 13F -8,199 shares

    6.71% of the 13F portfolio, value $178,837,138.

    13F-HR 0001398344-26-002952 filed by KLINGENSTEIN FIELDS & CO LP
    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 524,920 shares
    Change vs previous 13F -92,720 shares

    6.54% of the 13F portfolio, value $173,176,357.

    13F-HR 0001398344-25-020923 filed by KLINGENSTEIN FIELDS & CO LP
    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 617,640 shares
    Change vs previous 13F -34,105 shares

    6.74% of the 13F portfolio, value $170,252,466.

    13F-HR 0000859872-25-000003 filed by KLINGENSTEIN FIELDS & CO LP
    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 651,745 shares
    Change vs previous 13F -13,372 shares

    4.64% of the 13F portfolio, value $109,121,665.

    13F-HR 0000859872-25-000002 filed by KLINGENSTEIN FIELDS & CO LP
    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 665,117 shares
    Change vs previous 13F -45,826 shares

    6.21% of the 13F portfolio, value $154,200,725.

    13F-HR 0000859872-25-000001 filed by KLINGENSTEIN FIELDS & CO LP
    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 710,943 shares
    Change vs previous 13F not available

    4.88% of the 13F portfolio, value $122,637,668.

    13F-HR 0000859872-24-000005 filed by KLINGENSTEIN FIELDS & CO LP
    Filed (acceptance time not in the bulk data set), ingested

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