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PINNACLE ASSOCIATES LTD: AVGO position timeline

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

PINNACLE ASSOCIATES LTD held 451,507 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 451,507 shares
    Change vs previous 13F +1,655 shares

    1.86% of the 13F portfolio, value $170,556,942.

    13F-HR 0000743127-26-000003 filed by PINNACLE ASSOCIATES LTD
    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 449,852 shares
    Change vs previous 13F -7,171 shares

    1.79% of the 13F portfolio, value $139,233,779.

    13F-HR 0000743127-26-000002 filed by PINNACLE ASSOCIATES LTD
    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 457,023 shares
    Change vs previous 13F -9,309 shares

    2.03% of the 13F portfolio, value $158,175,584.

    13F-HR 0000743127-26-000001 filed by PINNACLE ASSOCIATES LTD
    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 466,332 shares
    Change vs previous 13F -10,308 shares

    2.04% of the 13F portfolio, value $153,847,548.

    13F-HR 0000743127-25-000003 filed by PINNACLE ASSOCIATES LTD
    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 476,640 shares
    Change vs previous 13F -26,298 shares

    1.9% of the 13F portfolio, value $131,385,807.

    13F-HR 0001085146-25-004479 filed by PINNACLE ASSOCIATES LTD
    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 502,938 shares
    Change vs previous 13F -35,451 shares

    1.23% of the 13F portfolio, value $84,206,986.

    13F-HR 0001085146-25-002639 filed by PINNACLE ASSOCIATES LTD
    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 538,389 shares
    Change vs previous 13F +466,958 shares

    1.69% of the 13F portfolio, value $124,820,181.

    13F-HR 0001085146-25-001486 filed by PINNACLE ASSOCIATES LTD
    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 71,431 shares
    Change vs previous 13F not available

    1.36% of the 13F portfolio, value $79,735,303.

    13F-HR 0001085146-24-005170 filed by PINNACLE ASSOCIATES LTD
    Filed (acceptance time not in the bulk data set), ingested

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