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NEVILLE RODIE & SHAW INC: AVGO position timeline

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

NEVILLE RODIE & SHAW INC held 45,845 AVGO shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 45,845 shares
    Change vs previous 13F -5,163 shares

    1.09% of the 13F portfolio, value $16,100,000.

    13F-HR 0000071210-26-000006 filed by NEVILLE RODIE & SHAW INC
    Accepted , ingested

  2. period ended2026-06-30
    13F 51,008 shares
    Change vs previous 13F +3,558 shares

    1.25% of the 13F portfolio, value $19,268,000.

    13F-HR 0000071210-26-000003 filed by NEVILLE RODIE & SHAW INC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 47,450 shares
    Change vs previous 13F +67 shares

    1.07% of the 13F portfolio, value $14,686,000.

    13F-HR 0000071210-26-000002 filed by NEVILLE RODIE & SHAW INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 47,383 shares
    Change vs previous 13F +520 shares

    1.16% of the 13F portfolio, value $16,399,000.

    13F-HR 0000071210-26-000001 filed by NEVILLE RODIE & SHAW INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 46,863 shares
    Change vs previous 13F -2,270 shares

    1.12% of the 13F portfolio, value $15,461,000.

    13F-HR 0000071210-25-000006 filed by NEVILLE RODIE & SHAW INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 49,133 shares
    Change vs previous 13F +7,550 shares

    1% of the 13F portfolio, value $13,543,000.

    13F-HR 0000071210-25-000003 filed by NEVILLE RODIE & SHAW INC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 41,583 shares
    Change vs previous 13F +318 shares

    0.55% of the 13F portfolio, value $6,962,000.

    13F-HR 0000071210-25-000002 filed by NEVILLE RODIE & SHAW INC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 41,265 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $9,567,000.

    13F-HR 0000071210-25-000001 filed by NEVILLE RODIE & SHAW INC
    Filed (acceptance time not in the bulk data set), ingested

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