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Michael & Susan Dell Foundation: AVGO position timeline

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

Michael & Susan Dell Foundation held 510,836 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 510,836 shares
    Change vs previous 13F -127,709 shares

    5.09% of the 13F portfolio, value $192,968,299.

    13F-HR 0001104659-26-097229 filed by Michael & Susan Dell Foundation
    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 638,545 shares
    Change vs previous 13F 0 shares

    6.94% of the 13F portfolio, value $197,636,063.

    13F-HR 0001104659-26-062560 filed by Michael & Susan Dell Foundation
    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 638,545 shares
    Change vs previous 13F 0 shares

    7.66% of the 13F portfolio, value $221,000,425.

    13F-HR 0001104659-26-016582 filed by Michael & Susan Dell Foundation
    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 638,545 shares
    Change vs previous 13F 0 shares

    8.59% of the 13F portfolio, value $210,662,381.

    13F-HR 0001104659-25-112559 filed by Michael & Susan Dell Foundation
    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 638,545 shares
    Change vs previous 13F 0 shares

    7.64% of the 13F portfolio, value $176,014,929.

    13F-HR 0001104659-25-078621 filed by Michael & Susan Dell Foundation
    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 638,545 shares
    Change vs previous 13F -638,500 shares

    5.47% of the 13F portfolio, value $106,911,589.

    13F-HR 0001104659-25-049507 filed by Michael & Susan Dell Foundation
    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 1,277,045 shares
    Change vs previous 13F -2,712,955 shares

    15.88% of the 13F portfolio, value $296,070,113.

    13F-HR 0001104659-25-014115 filed by Michael & Susan Dell Foundation
    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 3,990,000 shares
    Change vs previous 13F not available

    49.05% of the 13F portfolio, value $688,275,000.

    13F-HR 0001104659-24-119250 filed by Michael & Susan Dell Foundation
    Filed (acceptance time not in the bulk data set), ingested

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