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NATIONS FINANCIAL GROUP INC, /IA/ /ADV: AVGO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of NATIONS FINANCIAL GROUP INC, /IA/ /ADV on AVGO, newest first. How the timeline and the estimate are built.

NATIONS FINANCIAL GROUP INC, /IA/ /ADV held 58,684 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 58,684 shares
    Change vs previous 13F -36 shares

    1.06% of the 13F portfolio, value $22,167,917.

    13F-HR 0001109767-26-000009 filed by NATIONS FINANCIAL GROUP INC, /IA/ /ADV
    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 58,720 shares
    Change vs previous 13F +362 shares

    0.94% of the 13F portfolio, value $18,174,466.

    13F-HR 0001109767-26-000007 filed by NATIONS FINANCIAL GROUP INC, /IA/ /ADV
    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 58,358 shares
    Change vs previous 13F +6,196 shares

    1.06% of the 13F portfolio, value $20,197,737.

    13F-HR 0001109767-26-000002 filed by NATIONS FINANCIAL GROUP INC, /IA/ /ADV
    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 52,162 shares
    Change vs previous 13F -510 shares

    1.07% of the 13F portfolio, value $17,208,972.

    13F-HR 0001109767-25-000009 filed by NATIONS FINANCIAL GROUP INC, /IA/ /ADV
    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 52,672 shares
    Change vs previous 13F -2,345 shares

    1% of the 13F portfolio, value $14,519,138.

    13F-HR 0001109767-25-000005 filed by NATIONS FINANCIAL GROUP INC, /IA/ /ADV
    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 55,017 shares
    Change vs previous 13F -125 shares

    0.7% of the 13F portfolio, value $9,211,664.

    13F-HR 0001109767-25-000004 filed by NATIONS FINANCIAL GROUP INC, /IA/ /ADV
    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 55,142 shares
    Change vs previous 13F -14,068 shares

    0.94% of the 13F portfolio, value $12,784,262.

    13F-HR 0001376474-25-000126 filed by NATIONS FINANCIAL GROUP INC, /IA/ /ADV
    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 69,210 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $11,938,763.

    13F-HR 0001376474-24-000642 filed by NATIONS FINANCIAL GROUP INC, /IA/ /ADV
    Filed (acceptance time not in the bulk data set), ingested

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