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MCDONALD PARTNERS LLC: AVGO position timeline

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

MCDONALD PARTNERS LLC held 16,339 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,339 shares
    Change vs previous 13F -410 shares

    1.5% of the 13F portfolio, value $6,172,057.

    13F-HR 0001331074-26-000004 filed by MCDONALD PARTNERS 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 16,749 shares
    Change vs previous 13F +1,812 shares

    1.22% of the 13F portfolio, value $5,183,983.

    13F-HR 0001172661-26-002252 filed by MCDONALD PARTNERS 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 14,937 shares
    Change vs previous 13F -1,619 shares

    1.63% of the 13F portfolio, value $5,169,703.

    13F-HR 0001172661-26-000422 filed by MCDONALD PARTNERS 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 16,556 shares
    Change vs previous 13F -7,959 shares

    1.63% of the 13F portfolio, value $5,462,124.

    13F-HR 0001172661-25-004722 filed by MCDONALD PARTNERS 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 24,515 shares
    Change vs previous 13F +2,829 shares

    1.62% of the 13F portfolio, value $6,761,706.

    13F-HR 0001172661-25-003063 filed by MCDONALD PARTNERS 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 21,686 shares
    Change vs previous 13F +606 shares

    0.95% of the 13F portfolio, value $3,632,661.

    13F-HR 0001172661-25-002211 filed by MCDONALD PARTNERS 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 21,080 shares
    Change vs previous 13F -765 shares

    1.25% of the 13F portfolio, value $4,887,332.

    13F-HR 0001172661-25-000454 filed by MCDONALD PARTNERS 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 21,845 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $3,768,425.

    13F-HR 0001172661-24-004254 filed by MCDONALD PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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