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MERITAGE PORTFOLIO MANAGEMENT: AVGO position timeline

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

MERITAGE PORTFOLIO MANAGEMENT held 195,333 AVGO shares at 2025-12-31 per its 13F-HR filed 2026-01-27.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 195,333 shares
    Change vs previous 13F -5,541 shares

    4.49% of the 13F portfolio, value $67,604,751.

    13F-HR 0000881432-26-000002 filed by MERITAGE PORTFOLIO MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 200,874 shares
    Change vs previous 13F -49,518 shares

    4.41% of the 13F portfolio, value $66,270,341.

    13F-HR 0000881432-25-000015 filed by MERITAGE PORTFOLIO MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 250,392 shares
    Change vs previous 13F -11,071 shares

    4.37% of the 13F portfolio, value $69,020,455.

    13F-HR 0000881432-25-000011 filed by MERITAGE PORTFOLIO MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 261,463 shares
    Change vs previous 13F -5,895 shares

    2.9% of the 13F portfolio, value $43,776,830.

    13F-HR 0000881432-25-000006 filed by MERITAGE PORTFOLIO MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 267,358 shares
    Change vs previous 13F -6,081 shares

    3.85% of the 13F portfolio, value $61,984,251.

    13F-HR 0000881432-25-000002 filed by MERITAGE PORTFOLIO MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 273,439 shares
    Change vs previous 13F +243,324 shares

    2.89% of the 13F portfolio, value $47,168,000.

    13F-HR 0000881432-24-000018 filed by MERITAGE PORTFOLIO MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 30,115 shares
    Change vs previous 13F -603 shares

    3.05% of the 13F portfolio, value $48,350,000.

    13F-HR 0000881432-24-000011 filed by MERITAGE PORTFOLIO MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 30,718 shares
    Change vs previous 13F not available

    2.59% of the 13F portfolio, value $40,714,000.

    13F-HR 0000881432-24-000006 filed by MERITAGE PORTFOLIO MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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