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Optas, LLC: AVGO position timeline

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

Optas, LLC held 34,470 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,470 shares
    Change vs previous 13F -716 shares

    1.82% of the 13F portfolio, value $13,021,051.

    13F-HR 0001802961-26-000004 filed by Optas, 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 35,186 shares
    Change vs previous 13F +1,675 shares

    1.65% of the 13F portfolio, value $10,890,420.

    13F-HR 0001802961-26-000002 filed by Optas, 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 33,511 shares
    Change vs previous 13F +404 shares

    1.81% of the 13F portfolio, value $11,598,158.

    13F-HR 0001802961-26-000001 filed by Optas, 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 33,107 shares
    Change vs previous 13F -402 shares

    1.85% of the 13F portfolio, value $10,922,332.

    13F-HR 0001802961-25-000004 filed by Optas, 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 33,509 shares
    Change vs previous 13F +2,655 shares

    1.76% of the 13F portfolio, value $9,236,760.

    13F-HR 0001085146-25-004086 filed by Optas, 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 30,854 shares
    Change vs previous 13F +500 shares

    0.9% of the 13F portfolio, value $5,165,884.

    13F-HR 0001085146-25-002171 filed by Optas, 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 30,354 shares
    Change vs previous 13F +264 shares

    1.52% of the 13F portfolio, value $7,037,272.

    13F-HR 0001085146-25-000492 filed by Optas, 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 30,090 shares
    Change vs previous 13F not available

    1.19% of the 13F portfolio, value $5,190,529.

    13F-HR 0001085146-24-005208 filed by Optas, LLC
    Filed (acceptance time not in the bulk data set), ingested

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