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Disclosery

Plan Group Financial, LLC: AVGO position timeline

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

Plan Group Financial, LLC held 12,785 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 12,785 shares
    Change vs previous 13F +458 shares

    1% of the 13F portfolio, value $4,829,603.

    13F-HR 0001940033-26-000006 filed by Plan Group Financial, LLC
    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 12,327 shares
    Change vs previous 13F +251 shares

    0.9% of the 13F portfolio, value $3,815,416.

    13F-HR 0001940033-26-000004 filed by Plan Group Financial, LLC
    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 12,076 shares
    Change vs previous 13F -13 shares

    1.08% of the 13F portfolio, value $4,179,507.

    13F-HR 0001940033-26-000001 filed by Plan Group Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 12,089 shares
    Change vs previous 13F +124 shares

    1.07% of the 13F portfolio, value $3,988,395.

    13F-HR 0001940033-25-000007 filed by Plan Group Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 11,965 shares
    Change vs previous 13F +1,169 shares

    1.08% of the 13F portfolio, value $3,298,225.

    13F-HR 0001940033-25-000005 filed by Plan Group Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 10,796 shares
    Change vs previous 13F +3,655 shares

    0.65% of the 13F portfolio, value $1,807,656.

    13F-HR 0001940033-25-000003 filed by Plan Group Financial, LLC
    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 7,141 shares
    Change vs previous 13F +542 shares

    0.87% of the 13F portfolio, value $1,655,497.

    13F-HR 0001911391-25-000004 filed by Plan Group Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 6,599 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $1,138,397.

    13F-HR 0001940033-24-000005 filed by Plan Group Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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