Skip to content
Disclosery

LIGHTHOUSE FINANCIAL SERVICES INC /ADV: AVGO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LIGHTHOUSE FINANCIAL SERVICES INC /ADV on AVGO, newest first. How the timeline and the estimate are built.

LIGHTHOUSE FINANCIAL SERVICES INC /ADV held 14,999 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,999 shares
    Change vs previous 13F -200 shares

    1.16% of the 13F portfolio, value $5,539,872.

    13F-HR 0001068979-26-000004 filed by LIGHTHOUSE FINANCIAL SERVICES INC /ADV
    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 15,199 shares
    Change vs previous 13F -204 shares

    1.31% of the 13F portfolio, value $5,787,590.

    13F-HR 0001068979-26-000003 filed by LIGHTHOUSE FINANCIAL SERVICES INC /ADV
    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 15,403 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $5,330,838.

    13F-HR 0001068979-26-000002 filed by LIGHTHOUSE FINANCIAL SERVICES INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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