Skip to content
Disclosery

Oak Harvest Investment Services: AVGO position timeline

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

Oak Harvest Investment Services held 85,395 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 85,395 shares
    Change vs previous 13F -28,760 shares

    3.02% of the 13F portfolio, value $32,257,836.

    13F-HR 0001839430-26-000006 filed by Oak Harvest Investment Services
    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 114,155 shares
    Change vs previous 13F +42,542 shares

    3.69% of the 13F portfolio, value $35,331,984.

    13F-HR 0001839430-26-000004 filed by Oak Harvest Investment Services
    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 71,613 shares
    Change vs previous 13F +12,263 shares

    2.7% of the 13F portfolio, value $24,785,271.

    13F-HR 0001839430-26-000001 filed by Oak Harvest Investment Services
    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 59,350 shares
    Change vs previous 13F -3,046 shares

    2.28% of the 13F portfolio, value $19,580,136.

    13F-HR 0001839430-25-000007 filed by Oak Harvest Investment Services
    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 62,396 shares
    Change vs previous 13F -236 shares

    2.15% of the 13F portfolio, value $17,199,418.

    13F-HR 0001839430-25-000005 filed by Oak Harvest Investment Services
    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 62,632 shares
    Change vs previous 13F -15,693 shares

    1.46% of the 13F portfolio, value $10,486,415.

    13F-HR 0001839430-25-000004 filed by Oak Harvest Investment Services
    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 78,325 shares
    Change vs previous 13F +30,669 shares

    2.53% of the 13F portfolio, value $18,158,778.

    13F-HR 0001667731-25-000101 filed by Oak Harvest Investment Services
    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 47,656 shares
    Change vs previous 13F not available

    1.18% of the 13F portfolio, value $8,220,645.

    13F-HR 0001839430-24-000008 filed by Oak Harvest Investment Services
    Filed (acceptance time not in the bulk data set), ingested

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