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Disclosery

Matrix Trust Co: AVGO position timeline

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

Matrix Trust Co held 5,457 AVGO shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,457 shares
    Change vs previous 13F -4,491 shares

    0.28% of the 13F portfolio, value $1,916,000.

    13F-HR 0001784277-26-000008 filed by Matrix Trust Co
    Accepted , ingested

  2. period ended2026-06-30
    13F 9,948 shares
    Change vs previous 13F -2,686 shares

    0.54% of the 13F portfolio, value $3,758,000.

    13F-HR 0001784277-26-000006 filed by Matrix Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 12,634 shares
    Change vs previous 13F +2,179 shares

    0.65% of the 13F portfolio, value $3,910,000.

    13F-HR 0001784277-26-000004 filed by Matrix Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 10,455 shares
    Change vs previous 13F -1,257 shares

    0.6% of the 13F portfolio, value $3,618,000.

    13F-HR 0001784277-26-000001 filed by Matrix Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 11,712 shares
    Change vs previous 13F -2,774 shares

    0.6% of the 13F portfolio, value $3,864,000.

    13F-HR 0001784277-25-000009 filed by Matrix Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 14,486 shares
    Change vs previous 13F +833 shares

    0.64% of the 13F portfolio, value $3,993,000.

    13F-HR 0001784277-25-000005 filed by Matrix Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 13,653 shares
    Change vs previous 13F +351 shares

    0.39% of the 13F portfolio, value $2,286,000.

    13F-HR 0001784277-25-000003 filed by Matrix Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 13,302 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $3,084,000.

    13F-HR 0001784277-25-000001 filed by Matrix Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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