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Disclosery

PDS Planning, Inc: AVGO position timeline

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

PDS Planning, Inc held 27,930 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,930 shares
    Change vs previous 13F +289 shares

    0.61% of the 13F portfolio, value $10,550,370.

    13F-HR 0000838618-26-000003 filed by PDS Planning, Inc
    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 27,641 shares
    Change vs previous 13F +941 shares

    0.56% of the 13F portfolio, value $8,555,079.

    13F-HR 0000838618-26-000002 filed by PDS Planning, Inc
    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 26,700 shares
    Change vs previous 13F -665 shares

    0.62% of the 13F portfolio, value $9,241,013.

    13F-HR 0000838618-26-000001 filed by PDS Planning, Inc
    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 27,365 shares
    Change vs previous 13F -315 shares

    0.62% of the 13F portfolio, value $9,028,079.

    13F-HR 0000838618-25-000008 filed by PDS Planning, Inc
    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 27,680 shares
    Change vs previous 13F +1,220 shares

    0.57% of the 13F portfolio, value $7,630,104.

    13F-HR 0000838618-25-000006 filed by PDS Planning, Inc
    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 26,460 shares
    Change vs previous 13F +2,002 shares

    0.37% of the 13F portfolio, value $4,430,133.

    13F-HR 0000838618-25-000005 filed by PDS Planning, Inc
    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 24,458 shares
    Change vs previous 13F +3,276 shares

    0.5% of the 13F portfolio, value $5,670,326.

    13F-HR 0000838618-25-000001 filed by PDS Planning, Inc
    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 21,182 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $3,653,895.

    13F-HR 0000838618-24-000005 filed by PDS Planning, Inc
    Filed (acceptance time not in the bulk data set), ingested

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