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Prospera Financial Services Inc: AVGO position timeline

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

Prospera Financial Services Inc held 207,114 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 207,114 shares
    Change vs previous 13F -11,007 shares

    1.14% of the 13F portfolio, value $78,269,606.

    13F-HR 0001541625-26-000003 filed by Prospera Financial Services 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 218,121 shares
    Change vs previous 13F +8,043 shares

    1.09% of the 13F portfolio, value $67,536,323.

    13F-HR 0001541625-26-000002 filed by Prospera Financial Services 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 210,078 shares
    Change vs previous 13F -12,423 shares

    1.19% of the 13F portfolio, value $72,731,811.

    13F-HR 0001541625-26-000001 filed by Prospera Financial Services 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 222,501 shares
    Change vs previous 13F -8,825 shares

    1.25% of the 13F portfolio, value $73,425,916.

    13F-HR 0001541625-25-000005 filed by Prospera Financial Services 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 231,326 shares
    Change vs previous 13F -39,470 shares

    1.19% of the 13F portfolio, value $63,781,184.

    13F-HR 0001085146-25-004598 filed by Prospera Financial Services 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 270,796 shares
    Change vs previous 13F +6,384 shares

    1.04% of the 13F portfolio, value $45,346,311.

    13F-HR 0001085146-25-003246 filed by Prospera Financial Services 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 264,412 shares
    Change vs previous 13F +38,220 shares

    1.43% of the 13F portfolio, value $61,308,558.

    13F-HR 0001085146-25-001240 filed by Prospera Financial Services 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 226,192 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $39,023,640.

    13F-HR 0001085146-24-005424 filed by Prospera Financial Services Inc
    Filed (acceptance time not in the bulk data set), ingested

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