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Disclosery

PRIVATE TRUST CO NA: AVGO position timeline

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

PRIVATE TRUST CO NA held 43,931 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,931 shares
    Change vs previous 13F -1,141 shares

    1.33% of the 13F portfolio, value $16,595,094.

    13F-HR 0001277557-26-000003 filed by PRIVATE TRUST CO NA
    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 45,072 shares
    Change vs previous 13F -1,878 shares

    1.25% of the 13F portfolio, value $13,950,129.

    13F-HR 0001277557-26-000002 filed by PRIVATE TRUST CO NA
    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 46,950 shares
    Change vs previous 13F -639 shares

    1.42% of the 13F portfolio, value $16,249,295.

    13F-HR 0001277557-26-000001 filed by PRIVATE TRUST CO NA
    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 47,589 shares
    Change vs previous 13F -890 shares

    1.38% of the 13F portfolio, value $15,700,145.

    13F-HR 0001277557-25-000005 filed by PRIVATE TRUST CO NA
    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 48,479 shares
    Change vs previous 13F +3,262 shares

    1.27% of the 13F portfolio, value $13,363,341.

    13F-HR 0001277557-25-000003 filed by PRIVATE TRUST CO NA
    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 45,217 shares
    Change vs previous 13F +1,473 shares

    0.78% of the 13F portfolio, value $7,570,662.

    13F-HR 0001277557-25-000002 filed by PRIVATE TRUST CO NA
    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 43,744 shares
    Change vs previous 13F -2,163 shares

    1.04% of the 13F portfolio, value $10,141,581.

    13F-HR 0001277557-25-000001 filed by PRIVATE TRUST CO NA
    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 45,907 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $7,918,937.

    13F-HR 0001277557-24-000004 filed by PRIVATE TRUST CO NA
    Filed (acceptance time not in the bulk data set), ingested

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