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Point Windward Advisors Inc.: AVGO position timeline

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

Point Windward Advisors Inc. held 13,949 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,949 shares
    Change vs previous 13F -920 shares

    2.33% of the 13F portfolio, value $5,269,411.

    13F-HR 0001356202-26-000005 filed by Point Windward Advisors 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 14,869 shares
    Change vs previous 13F -1,444 shares

    2.31% of the 13F portfolio, value $4,602,248.

    13F-HR 0001356202-26-000002 filed by Point Windward Advisors 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 16,313 shares
    Change vs previous 13F -2,081 shares

    2.7% of the 13F portfolio, value $5,646,090.

    13F-HR 0001356202-26-000001 filed by Point Windward Advisors 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 18,394 shares
    Change vs previous 13F -5,310 shares

    2.83% of the 13F portfolio, value $6,068,518.

    13F-HR 0001085146-25-005937 filed by Point Windward Advisors 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 23,704 shares
    Change vs previous 13F -13,278 shares

    2.94% of the 13F portfolio, value $6,534,136.

    13F-HR 0001085146-25-004315 filed by Point Windward Advisors 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 36,982 shares
    Change vs previous 13F -4,349 shares

    2.46% of the 13F portfolio, value $6,191,974.

    13F-HR 0001085146-25-002302 filed by Point Windward Advisors 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 41,331 shares
    Change vs previous 13F -1,111 shares

    3.59% of the 13F portfolio, value $9,582,287.

    13F-HR 0001085146-25-000190 filed by Point Windward Advisors 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 42,442 shares
    Change vs previous 13F not available

    2.78% of the 13F portfolio, value $7,321,325.

    13F-HR 0001085146-24-004953 filed by Point Windward Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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