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Patriot Financial Group Insurance Agency, LLC: AVGO position timeline

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

Patriot Financial Group Insurance Agency, LLC held 18,819 AVGO shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 18,819 shares
    Change vs previous 13F +823 shares

    0.63% of the 13F portfolio, value $6,609,191.

    13F-HR 0002085853-26-001172 filed by Patriot Financial Group Insurance Agency, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 17,996 shares
    Change vs previous 13F -17,028 shares

    0.7% of the 13F portfolio, value $6,798,611.

    13F-HR 0002085853-26-000752 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 35,024 shares
    Change vs previous 13F +15,538 shares

    0.61% of the 13F portfolio, value $10,840,104.

    13F-HR 0002085853-26-000456 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 19,486 shares
    Change vs previous 13F +1,285 shares

    0.8% of the 13F portfolio, value $6,744,186.

    13F-HR 0002085853-26-000089 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 18,201 shares
    Change vs previous 13F -2,585 shares

    0.77% of the 13F portfolio, value $6,004,745.

    13F-HR 0002085853-25-000031 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 20,786 shares
    Change vs previous 13F +5,419 shares

    0.66% of the 13F portfolio, value $5,729,794.

    13F-HR 0001667731-25-000883 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 15,367 shares
    Change vs previous 13F +1,119 shares

    0.35% of the 13F portfolio, value $2,572,852.

    13F-HR 0001667731-25-000420 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 14,248 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $3,303,282.

    13F-HR 0001667731-25-000088 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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