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Perennial Advisors, LLC: AVGO position timeline

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

Perennial Advisors, LLC held 9,011 AVGO shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 9,011 shares
    Change vs previous 13F +1,982 shares

    0.47% of the 13F portfolio, value $3,164,574.

    13F-HR 0001697360-26-000005 filed by Perennial Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 7,029 shares
    Change vs previous 13F +5,520 shares

    0.41% of the 13F portfolio, value $2,655,205.

    13F-HR 0001697360-26-000003 filed by Perennial 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 ended2026-03-31
    13F 1,509 shares
    Change vs previous 13F +19 shares

    0.08% of the 13F portfolio, value $467,051.

    13F-HR 0001697360-26-000002 filed by Perennial 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 ended2025-12-31
    13F 1,490 shares
    Change vs previous 13F +11 shares

    0.09% of the 13F portfolio, value $515,689.

    13F-HR 0001697360-26-000001 filed by Perennial 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 ended2025-09-30
    13F 1,479 shares
    Change vs previous 13F +379 shares

    0.08% of the 13F portfolio, value $487,961.

    13F-HR 0001697360-25-000006 filed by Perennial 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 ended2025-06-30
    13F 1,100 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $303,215.

    13F-HR 0001697360-25-000003 filed by Perennial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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