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Disclosery

Northstar Financial Companies, Inc.: AVGO position timeline

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

Northstar Financial Companies, Inc. held 1,537 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,537 shares
    Change vs previous 13F -482 shares

    0.39% of the 13F portfolio, value $580,632.

    13F-HR 0001765380-26-000307 filed by Northstar Financial Companies, Inc.
    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 2,019 shares
    Change vs previous 13F -1,708 shares

    0.5% of the 13F portfolio, value $624,782.

    13F-HR 0001765380-26-000147 filed by Northstar Financial Companies, Inc.
    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 3,727 shares
    Change vs previous 13F +1,035 shares

    1.03% of the 13F portfolio, value $1,290,036.

    13F-HR 0002059828-26-000001 filed by Northstar Financial Companies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 2,692 shares
    Change vs previous 13F +715 shares

    0.82% of the 13F portfolio, value $888,093.

    13F-HR 0001765380-25-000466 filed by Northstar Financial Companies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 1,977 shares
    Change vs previous 13F +1,977 shares

    0.57% of the 13F portfolio, value $544,855.

    13F-HR 0001765380-25-000327 filed by Northstar Financial Companies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -963 shares

    13F-HR 0001765380-25-000231 filed by Northstar Financial Companies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F 963 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $223,237.

    13F-HR 0001765380-25-000140 filed by Northstar Financial Companies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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