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Mason & Associates Inc: AVGO position timeline

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

Mason & Associates Inc held 9,003 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,003 shares
    Change vs previous 13F +693 shares

    0.55% of the 13F portfolio, value $3,401,039.

    13F-HR 0001917686-26-000003 filed by Mason & Associates Inc
    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 8,310 shares
    Change vs previous 13F +1,211 shares

    0.47% of the 13F portfolio, value $2,438,256.

    13F-HR 0001917686-26-000002 filed by Mason & Associates Inc
    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 7,099 shares
    Change vs previous 13F +394 shares

    0.46% of the 13F portfolio, value $2,456,986.

    13F-HR 0001917686-26-000001 filed by Mason & Associates Inc
    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 6,705 shares
    Change vs previous 13F +651 shares

    0.45% of the 13F portfolio, value $2,212,138.

    13F-HR 0001917686-25-000007 filed by Mason & Associates Inc
    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 6,054 shares
    Change vs previous 13F -51 shares

    0.39% of the 13F portfolio, value $1,668,651.

    13F-HR 0001917686-25-000005 filed by Mason & Associates Inc
    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 6,105 shares
    Change vs previous 13F +578 shares

    0.25% of the 13F portfolio, value $1,022,095.

    13F-HR 0001917686-25-000002 filed by Mason & Associates Inc
    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 5,527 shares
    Change vs previous 13F +1,000 shares

    0.3% of the 13F portfolio, value $1,281,401.

    13F-HR 0001917686-25-000001 filed by Mason & Associates Inc
    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 4,527 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $780,880.

    13F-HR 0001917686-24-000005 filed by Mason & Associates Inc
    Filed (acceptance time not in the bulk data set), ingested

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