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Disclosery

MOTCO: AVGO position timeline

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

MOTCO held 131,222 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 131,222 shares
    Change vs previous 13F -2,287 shares

    4.24% of the 13F portfolio, value $49,569,111.

    13F-HR 0001306333-26-000006 filed by MOTCO
    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 133,509 shares
    Change vs previous 13F +9,585 shares

    3.82% of the 13F portfolio, value $41,322,371.

    13F-HR 0001306333-26-000004 filed by MOTCO
    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 123,924 shares
    Change vs previous 13F -1,926 shares

    3.89% of the 13F portfolio, value $42,890,097.

    13F-HR 0001306333-26-000002 filed by MOTCO
    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 125,850 shares
    Change vs previous 13F -6,061 shares

    3.79% of the 13F portfolio, value $41,519,173.

    13F-HR 0001306333-25-000009 filed by MOTCO
    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 131,911 shares
    Change vs previous 13F -6,597 shares

    3.71% of the 13F portfolio, value $38,742,261.

    13F-HR 0001306333-25-000006 filed by MOTCO
    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 138,508 shares
    Change vs previous 13F -14,378 shares

    2.45% of the 13F portfolio, value $23,190,395.

    13F-HR 0001306333-25-000004 filed by MOTCO
    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 152,886 shares
    Change vs previous 13F -7,775 shares

    3.64% of the 13F portfolio, value $35,445,090.

    13F-HR 0001306333-25-000002 filed by MOTCO
    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 160,661 shares
    Change vs previous 13F not available

    2.77% of the 13F portfolio, value $27,714,023.

    13F-HR 0001306333-24-000008 filed by MOTCO
    Filed (acceptance time not in the bulk data set), ingested

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