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PRIVATE CLIENT SERVICES, LLC: AVGO position timeline

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

PRIVATE CLIENT SERVICES, LLC held 5,948 AVGO shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,948 shares
    Change vs previous 13F +153 shares

    0.56% of the 13F portfolio, value $2,088,848.

    13F-HR 0001457005-26-000006 filed by PRIVATE CLIENT SERVICES, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,795 shares
    Change vs previous 13F +35 shares

    0.57% of the 13F portfolio, value $2,189,041.

    13F-HR 0001457005-26-000004 filed by PRIVATE CLIENT SERVICES, 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 5,760 shares
    Change vs previous 13F +1,422 shares

    0.53% of the 13F portfolio, value $1,782,811.

    13F-HR 0001457005-26-000003 filed by PRIVATE CLIENT SERVICES, 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 4,338 shares
    Change vs previous 13F -210 shares

    0.47% of the 13F portfolio, value $1,501,268.

    13F-HR 0001457005-26-000001 filed by PRIVATE CLIENT SERVICES, 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 4,548 shares
    Change vs previous 13F -1,016 shares

    0.5% of the 13F portfolio, value $1,500,488.

    13F-HR 0001457005-25-000012 filed by PRIVATE CLIENT SERVICES, 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 5,564 shares
    Change vs previous 13F +1,355 shares

    0.6% of the 13F portfolio, value $1,533,777.

    13F-HR 0001457005-25-000007 filed by PRIVATE CLIENT SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 4,209 shares
    Change vs previous 13F +940 shares

    0.35% of the 13F portfolio, value $704,641.

    13F-HR 0001457005-25-000005 filed by PRIVATE CLIENT SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 3,269 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $757,953.

    13F-HR 0001457005-25-000002 filed by PRIVATE CLIENT SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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