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Disclosery

New Capital Management LP: AVGO position timeline

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

New Capital Management LP held 1,712 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,712 shares
    Change vs previous 13F -29 shares

    0.15% of the 13F portfolio, value $646,730.

    13F-HR 0001696731-26-000003 filed by New Capital Management LP
    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 1,741 shares
    Change vs previous 13F -58 shares

    0.13% of the 13F portfolio, value $538,799.

    13F-HR 0001696731-26-000002 filed by New Capital Management LP
    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 1,799 shares
    Change vs previous 13F +1 shares

    0.16% of the 13F portfolio, value $622,462.

    13F-HR 0001696731-26-000001 filed by New Capital Management LP
    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 1,798 shares
    Change vs previous 13F +324 shares

    0.16% of the 13F portfolio, value $593,259.

    13F-HR 0001696731-25-000007 filed by New Capital Management LP
    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 1,474 shares
    Change vs previous 13F -375 shares

    0.11% of the 13F portfolio, value $406,308.

    13F-HR 0001696731-25-000006 filed by New Capital Management LP
    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 1,849 shares
    Change vs previous 13F -3 shares

    0.09% of the 13F portfolio, value $309,578.

    13F-HR 0001696731-25-000005 filed by New Capital Management LP
    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 1,852 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $429,368.

    13F-HR 0001696731-25-000001 filed by New Capital Management LP
    Filed (acceptance time not in the bulk data set), ingested

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