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Disclosery

RATIONAL ADVISORS, INC.: AVGO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RATIONAL ADVISORS, INC. on AVGO, newest first. How the timeline and the estimate are built.

RATIONAL ADVISORS, INC. held 4,140 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,140 shares
    Change vs previous 13F -3,882 shares

    0.14% of the 13F portfolio, value $1,563,886.

    13F-HR 0001580642-26-004576 filed by RATIONAL 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 8,022 shares
    Change vs previous 13F +2,667 shares

    0.25% of the 13F portfolio, value $2,482,889.

    13F-HR 0001580642-26-003009 filed by RATIONAL 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 5,355 shares
    Change vs previous 13F -215 shares

    0.19% of the 13F portfolio, value $1,853,365.

    13F-HR 0001580642-26-000967 filed by RATIONAL 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 5,570 shares
    Change vs previous 13F +879 shares

    0.18% of the 13F portfolio, value $1,837,599.

    13F-HR 0001580642-25-007222 filed by RATIONAL 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 4,691 shares
    Change vs previous 13F -13 shares

    0.13% of the 13F portfolio, value $1,293,074.

    13F-HR 0001162044-25-000770 filed by RATIONAL 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 4,704 shares
    Change vs previous 13F +1,355 shares

    0.08% of the 13F portfolio, value $787,591.

    13F-HR 0001162044-25-000468 filed by RATIONAL 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 3,349 shares
    Change vs previous 13F +506 shares

    0.08% of the 13F portfolio, value $776,432.

    13F-HR 0001162044-25-000114 filed by RATIONAL 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 2,843 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $490,418.

    13F-HR 0001162044-24-001178 filed by RATIONAL ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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