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Disclosery

Lewis Asset Management, LLC: AVGO position timeline

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

Lewis Asset Management, LLC held 14,242 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,242 shares
    Change vs previous 13F -73 shares

    1.88% of the 13F portfolio, value $5,379,817.

    13F-HR 0002004520-26-000003 filed by Lewis Asset Management, 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 14,315 shares
    Change vs previous 13F +252 shares

    1.81% of the 13F portfolio, value $4,430,558.

    13F-HR 0002004520-26-000002 filed by Lewis Asset Management, 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 14,063 shares
    Change vs previous 13F +366 shares

    1.98% of the 13F portfolio, value $4,867,155.

    13F-HR 0002004520-26-000001 filed by Lewis Asset Management, 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 13,697 shares
    Change vs previous 13F +129 shares

    1.86% of the 13F portfolio, value $4,518,831.

    13F-HR 0002004520-25-000009 filed by Lewis Asset Management, 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 13,568 shares
    Change vs previous 13F +3,285 shares

    1.76% of the 13F portfolio, value $3,740,087.

    13F-HR 0002004520-25-000007 filed by Lewis Asset Management, 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 10,283 shares
    Change vs previous 13F -217 shares

    1.42% of the 13F portfolio, value $1,721,625.

    13F-HR 0002004520-25-000006 filed by Lewis Asset Management, 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 10,500 shares
    Change vs previous 13F +107 shares

    1.86% of the 13F portfolio, value $2,434,381.

    13F-HR 0002004520-25-000002 filed by Lewis Asset Management, 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 10,393 shares
    Change vs previous 13F not available

    1.31% of the 13F portfolio, value $1,792,863.

    13F-HR 0002004520-24-000006 filed by Lewis Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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