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Disclosery

Operose Advisors LLC: AVGO position timeline

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

Operose Advisors LLC held 14,828 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,828 shares
    Change vs previous 13F -705 shares

    1.08% of the 13F portfolio, value $5,601,279.

    13F-HR 0001909750-26-000007 filed by Operose Advisors 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 15,533 shares
    Change vs previous 13F +366 shares

    1.11% of the 13F portfolio, value $4,807,619.

    13F-HR 0001909750-26-000005 filed by Operose Advisors 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 15,167 shares
    Change vs previous 13F +1,579 shares

    1.22% of the 13F portfolio, value $5,249,300.

    13F-HR 0001909750-26-000002 filed by Operose Advisors 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 13,588 shares
    Change vs previous 13F +1,324 shares

    1.12% of the 13F portfolio, value $4,482,818.

    13F-HR 0001909750-25-000013 filed by Operose Advisors 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 12,264 shares
    Change vs previous 13F +129 shares

    0.95% of the 13F portfolio, value $3,380,572.

    13F-HR 0001909750-25-000007 filed by Operose Advisors 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 12,135 shares
    Change vs previous 13F +139 shares

    0.67% of the 13F portfolio, value $2,031,763.

    13F-HR 0001909750-25-000005 filed by Operose Advisors 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 11,996 shares
    Change vs previous 13F +5,581 shares

    0.95% of the 13F portfolio, value $2,781,153.

    13F-HR 0001909750-25-000002 filed by Operose Advisors 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 6,415 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $1,106,588.

    13F-HR 0001909750-24-000010 filed by Operose Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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