Klingman & Associates, LLC: AVGO position timeline

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

Klingman & Associates, LLC held 14,435 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

period ended2026-06-30
13F 14,435 shares
Change vs previous 13F +523 shares
0.23% of the 13F portfolio, value $5,452,671.
13F-HR 0001172661-26-002895 filed by Klingman & Associates, LLC
Filed 2026-07-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 13,912 shares
Change vs previous 13F +758 shares
0.21% of the 13F portfolio, value $4,305,780.
13F-HR 0001172661-26-001944 filed by Klingman & Associates, LLC
Filed 2026-05-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 13,154 shares
Change vs previous 13F +519 shares
0.22% of the 13F portfolio, value $4,552,462.
13F-HR 0001172661-26-000376 filed by Klingman & Associates, LLC
Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 12,635 shares
Change vs previous 13F +1,303 shares
0.21% of the 13F portfolio, value $4,168,251.
13F-HR 0001172661-25-004438 filed by Klingman & Associates, LLC
Filed 2025-10-27 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 11,332 shares
Change vs previous 13F +2,712 shares
0.17% of the 13F portfolio, value $3,123,781.
13F-HR 0001172661-25-002789 filed by Klingman & Associates, LLC
Filed 2025-07-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 8,620 shares
Change vs previous 13F +150 shares
0.09% of the 13F portfolio, value $1,443,299.
13F-HR 0001172661-25-001721 filed by Klingman & Associates, LLC
Filed 2025-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 8,470 shares
Change vs previous 13F +389 shares
0.12% of the 13F portfolio, value $1,963,714.
13F-HR 0001172661-25-000455 filed by Klingman & Associates, LLC
Filed 2025-01-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 8,081 shares
Change vs previous 13F not available
0.09% of the 13F portfolio, value $1,393,973.
13F-HR 0001172661-24-004449 filed by Klingman & Associates, LLC
Filed 2024-11-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).