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Disclosery

Realta Investment Advisors: AVGO position timeline

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

Realta Investment Advisors held 16,037 AVGO shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 16,037 shares
    Change vs previous 13F +162 shares

    1.65% of the 13F portfolio, value $5,632,107.

    13F-HR 0001398344-26-018178 filed by Realta Investment Advisors
    Accepted , ingested

  2. period ended2026-06-30
    13F 15,875 shares
    Change vs previous 13F -602 shares

    1.86% of the 13F portfolio, value $5,996,640.

    13F-HR 0001398344-26-012286 filed by Realta Investment Advisors
    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 16,477 shares
    Change vs previous 13F -348 shares

    1.77% of the 13F portfolio, value $5,099,652.

    13F-HR 0001398344-26-006814 filed by Realta Investment Advisors
    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 16,825 shares
    Change vs previous 13F -1,760 shares

    1.91% of the 13F portfolio, value $5,823,278.

    13F-HR 0001398344-26-000878 filed by Realta Investment Advisors
    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 18,585 shares
    Change vs previous 13F -1,343 shares

    2.05% of the 13F portfolio, value $6,131,483.

    13F-HR 0001398344-25-019615 filed by Realta Investment Advisors
    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 19,928 shares
    Change vs previous 13F +66 shares

    2.17% of the 13F portfolio, value $5,493,238.

    13F-HR 0001398344-25-013484 filed by Realta Investment Advisors
    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 19,862 shares
    Change vs previous 13F -778 shares

    1.52% of the 13F portfolio, value $3,325,510.

    13F-HR 0001398344-25-008338 filed by Realta Investment Advisors
    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 20,640 shares
    Change vs previous 13F not available

    1.97% of the 13F portfolio, value $4,799,849.

    13F-HR 0001398344-25-001199 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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