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Disclosery

Krilogy Financial LLC: AVGO position timeline

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

Krilogy Financial LLC held 44,308 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,308 shares
    Change vs previous 13F -9,088 shares

    0.5% of the 13F portfolio, value $16,737,459.

    13F-HR 0001659047-26-000005 filed by Krilogy 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 53,396 shares
    Change vs previous 13F +13,472 shares

    0.69% of the 13F portfolio, value $21,276,890.

    13F-HR 0001659047-26-000004 filed by Krilogy 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 39,924 shares
    Change vs previous 13F +2,080 shares

    0.44% of the 13F portfolio, value $12,969,263.

    13F-HR 0001659047-26-000002 filed by Krilogy Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 37,844 shares
    Change vs previous 13F +9,585 shares

    0.51% of the 13F portfolio, value $13,585,386.

    13F-HR 0001659047-25-000006 filed by Krilogy Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 28,259 shares
    Change vs previous 13F +8,468 shares

    0.45% of the 13F portfolio, value $7,789,723.

    13F-HR 0001659047-25-000004 filed by Krilogy Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 19,791 shares
    Change vs previous 13F +3,274 shares

    0.21% of the 13F portfolio, value $3,313,551.

    13F-HR 0001659047-25-000003 filed by Krilogy Financial LLC
    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 16,517 shares
    Change vs previous 13F +383 shares

    0.26% of the 13F portfolio, value $3,829,259.

    13F-HR 0001659047-25-000001 filed by Krilogy Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 16,134 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $2,783,110.

    13F-HR 0001659047-24-000007 filed by Krilogy Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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