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OPTIMUM INVESTMENT ADVISORS: AVGO position timeline

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

OPTIMUM INVESTMENT ADVISORS held 13,743 AVGO shares at 2025-09-30 per its 13F-HR filed 2025-10-21.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 13,743 shares
    Change vs previous 13F 0 shares

    1.8% of the 13F portfolio, value $4,533,953.

    13F-HR 0001580642-25-006637 filed by OPTIMUM INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 13,743 shares
    Change vs previous 13F -44 shares

    1.65% of the 13F portfolio, value $3,788,258.

    13F-HR 0001580642-25-004652 filed by OPTIMUM INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 13,787 shares
    Change vs previous 13F +268 shares

    1.09% of the 13F portfolio, value $2,308,357.

    13F-HR 0001580642-25-002640 filed by OPTIMUM INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 13,519 shares
    Change vs previous 13F +375 shares

    1.38% of the 13F portfolio, value $3,134,245.

    13F-HR 0001580642-25-000952 filed by OPTIMUM INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 13,144 shares
    Change vs previous 13F +11,735 shares

    0.98% of the 13F portfolio, value $2,267,340.

    13F-HR 0001580642-24-006190 filed by OPTIMUM INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 1,409 shares
    Change vs previous 13F +8 shares

    1.02% of the 13F portfolio, value $2,262,192.

    13F-HR 0001580642-24-003677 filed by OPTIMUM INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 1,401 shares
    Change vs previous 13F 0 shares

    0.85% of the 13F portfolio, value $1,856,899.

    13F-HR 0001580642-24-002122 filed by OPTIMUM INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 1,401 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $1,563,866.

    13F-HR 0001580642-24-000123 filed by OPTIMUM INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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