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KMG FIDUCIARY PARTNERS, LLC: AVGO position timeline

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

KMG FIDUCIARY PARTNERS, LLC held 28,070 AVGO shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 28,070 shares
    Change vs previous 13F -1,629 shares

    0.96% of the 13F portfolio, value $9,857,873.

    13F-HR 0001754960-26-000859 filed by KMG FIDUCIARY PARTNERS, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 29,699 shares
    Change vs previous 13F -7,681 shares

    1.04% of the 13F portfolio, value $11,218,909.

    13F-HR 0001754960-26-000440 filed by KMG FIDUCIARY PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 37,380 shares
    Change vs previous 13F -2,058 shares

    0.86% of the 13F portfolio, value $11,569,458.

    13F-HR 0001754960-26-000219 filed by KMG FIDUCIARY PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 39,438 shares
    Change vs previous 13F -865 shares

    0.97% of the 13F portfolio, value $13,649,391.

    13F-HR 0001754960-26-000056 filed by KMG FIDUCIARY PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 40,303 shares
    Change vs previous 13F +868 shares

    0.89% of the 13F portfolio, value $13,296,353.

    13F-HR 0001754960-25-000651 filed by KMG FIDUCIARY PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 39,435 shares
    Change vs previous 13F +2,282 shares

    0.81% of the 13F portfolio, value $10,870,259.

    13F-HR 0001754960-25-000344 filed by KMG FIDUCIARY PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 37,153 shares
    Change vs previous 13F +11,377 shares

    0.52% of the 13F portfolio, value $6,220,523.

    13F-HR 0001754960-25-000181 filed by KMG FIDUCIARY PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 25,776 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $5,975,902.

    13F-HR 0001754960-25-000030 filed by KMG FIDUCIARY PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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