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MATHER GROUP, LLC.: AVGO position timeline

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

MATHER GROUP, LLC. held 70,429 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 70,429 shares
    Change vs previous 13F +8,840 shares

    0.23% of the 13F portfolio, value $26,604,628.

    13F-HR 0001527641-26-000004 filed by MATHER GROUP, 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 61,589 shares
    Change vs previous 13F +1,969 shares

    0.19% of the 13F portfolio, value $19,062,368.

    13F-HR 0001527641-26-000003 filed by MATHER GROUP, 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 59,620 shares
    Change vs previous 13F +4,442 shares

    0.21% of the 13F portfolio, value $20,634,463.

    13F-HR 0001527641-26-000001 filed by MATHER GROUP, 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 55,178 shares
    Change vs previous 13F +5,439 shares

    0.18% of the 13F portfolio, value $18,203,920.

    13F-HR 0001527641-25-000008 filed by MATHER GROUP, 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 49,739 shares
    Change vs previous 13F -998 shares

    0.15% of the 13F portfolio, value $13,710,679.

    13F-HR 0001527641-25-000006 filed by MATHER GROUP, 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 50,737 shares
    Change vs previous 13F +3,128 shares

    0.1% of the 13F portfolio, value $8,494,966.

    13F-HR 0001527641-25-000005 filed by MATHER GROUP, 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 47,609 shares
    Change vs previous 13F -3,933 shares

    0.14% of the 13F portfolio, value $11,037,751.

    13F-HR 0001527641-25-000002 filed by MATHER GROUP, 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 51,542 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $8,890,982.

    13F-HR 0001527641-24-000006 filed by MATHER GROUP, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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