Skip to content
Disclosery

PYA Waltman Capital, LLC: AVGO position timeline

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

PYA Waltman Capital, LLC held 14,024 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,024 shares
    Change vs previous 13F +2,438 shares

    1.26% of the 13F portfolio, value $5,297,470.

    13F-HR 0001800135-26-000003 filed by PYA Waltman Capital, 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 11,586 shares
    Change vs previous 13F -4,537 shares

    0.99% of the 13F portfolio, value $3,586,007.

    13F-HR 0001800135-26-000002 filed by PYA Waltman Capital, 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 16,123 shares
    Change vs previous 13F -3,493 shares

    1.5% of the 13F portfolio, value $5,580,310.

    13F-HR 0001800135-26-000001 filed by PYA Waltman Capital, 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 19,616 shares
    Change vs previous 13F -2,355 shares

    1.73% of the 13F portfolio, value $6,471,444.

    13F-HR 0001800135-25-000011 filed by PYA Waltman Capital, 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 21,971 shares
    Change vs previous 13F -39 shares

    1.74% of the 13F portfolio, value $6,056,307.

    13F-HR 0001800135-25-000008 filed by PYA Waltman Capital, 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 22,010 shares
    Change vs previous 13F -71 shares

    1.16% of the 13F portfolio, value $3,685,095.

    13F-HR 0001800135-25-000007 filed by PYA Waltman Capital, 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 22,081 shares
    Change vs previous 13F -337 shares

    1.65% of the 13F portfolio, value $5,119,271.

    13F-HR 0001800135-25-000001 filed by PYA Waltman Capital, 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 22,418 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $3,867,080.

    13F-HR 0001800135-24-000006 filed by PYA Waltman Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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