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Mendel Money Management: AVGO position timeline

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

Mendel Money Management held 15,244 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 15,244 shares
    Change vs previous 13F +3,609 shares

    2.11% of the 13F portfolio, value $5,758,421.

    13F-HR 0001600585-26-000005 filed by Mendel Money Management
    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 11,635 shares
    Change vs previous 13F -608 shares

    1.51% of the 13F portfolio, value $3,601,149.

    13F-HR 0001600585-26-000003 filed by Mendel Money Management
    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 12,243 shares
    Change vs previous 13F -510 shares

    1.77% of the 13F portfolio, value $4,237,302.

    13F-HR 0001600585-26-000002 filed by Mendel Money Management
    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 12,753 shares
    Change vs previous 13F -780 shares

    1.77% of the 13F portfolio, value $4,207,342.

    13F-HR 0001600585-25-000005 filed by Mendel Money Management
    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 13,533 shares
    Change vs previous 13F -762 shares

    1.65% of the 13F portfolio, value $3,730,371.

    13F-HR 0001085146-25-004446 filed by Mendel Money Management
    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 14,295 shares
    Change vs previous 13F +390 shares

    1.13% of the 13F portfolio, value $2,393,412.

    13F-HR 0001085146-25-002647 filed by Mendel Money Management
    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 13,905 shares
    Change vs previous 13F -705 shares

    1.44% of the 13F portfolio, value $3,223,735.

    13F-HR 0001085146-25-001016 filed by Mendel Money Management
    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 14,610 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $2,520,225.

    13F-HR 0001085146-24-005406 filed by Mendel Money Management
    Filed (acceptance time not in the bulk data set), ingested

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