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Disclosery

Old North State Trust, LLC: AVGO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Old North State Trust, LLC on AVGO, newest first. How the timeline and the estimate are built.

Old North State Trust, LLC held 2,635 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,635 shares
    Change vs previous 13F -433 shares

    0.51% of the 13F portfolio, value $995,000.

    13F-HR 0001760444-26-000003 filed by Old North State Trust, LLC
    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 3,068 shares
    Change vs previous 13F -257 shares

    0.56% of the 13F portfolio, value $950,000.

    13F-HR 0001760444-26-000002 filed by Old North State Trust, LLC
    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 3,325 shares
    Change vs previous 13F -95 shares

    0.68% of the 13F portfolio, value $1,151,000.

    13F-HR 0001760444-26-000001 filed by Old North State Trust, LLC
    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 3,420 shares
    Change vs previous 13F +181 shares

    0.69% of the 13F portfolio, value $1,128,000.

    13F-HR 0001760444-25-000006 filed by Old North State Trust, LLC
    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 3,239 shares
    Change vs previous 13F +246 shares

    0.61% of the 13F portfolio, value $893,000.

    13F-HR 0001760444-25-000003 filed by Old North State Trust, LLC
    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 2,993 shares
    Change vs previous 13F 0 shares

    0.44% of the 13F portfolio, value $694,000.

    13F-HR 0001760444-25-000002 filed by Old North State Trust, LLC
    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 2,993 shares
    Change vs previous 13F +52 shares

    0.44% of the 13F portfolio, value $694,000.

    13F-HR 0001760444-25-000001 filed by Old North State Trust, LLC
    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 2,941 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $507,000.

    13F-HR 0001760444-24-000005 filed by Old North State Trust, LLC
    Filed (acceptance time not in the bulk data set), ingested

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