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MCDANIEL TERRY & CO: AVGO position timeline

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

MCDANIEL TERRY & CO held 2,097 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,097 shares
    Change vs previous 13F +80 shares

    0.06% of the 13F portfolio, value $792,142.

    13F-HR 0001104366-26-000006 filed by MCDANIEL TERRY & CO
    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 2,017 shares
    Change vs previous 13F +398 shares

    0.05% of the 13F portfolio, value $624,282.

    13F-HR 0001104366-26-000004 filed by MCDANIEL TERRY & CO
    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 1,619 shares
    Change vs previous 13F -2,537 shares

    0.05% of the 13F portfolio, value $560,336.

    13F-HR 0001104366-26-000002 filed by MCDANIEL TERRY & CO
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 4,156 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $1,371,106.

    13F-HR 0001104366-25-000011 filed by MCDANIEL TERRY & CO
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 4,156 shares
    Change vs previous 13F -66 shares

    0.09% of the 13F portfolio, value $1,145,601.

    13F-HR 0001104366-25-000006 filed by MCDANIEL TERRY & CO
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 4,222 shares
    Change vs previous 13F +2,642 shares

    0.06% of the 13F portfolio, value $707,000.

    13F-HR 0001104366-25-000004 filed by MCDANIEL TERRY & CO
    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 1,580 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $366,000.

    13F-HR 0001104366-25-000002 filed by MCDANIEL TERRY & CO
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 1,580 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $273,000.

    13F-HR 0001104366-24-000010 filed by MCDANIEL TERRY & CO
    Filed (acceptance time not in the bulk data set), ingested

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