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Disclosery

Red Mountain Financial, LLC: AVGO position timeline

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

Red Mountain Financial, LLC held 7,851 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,851 shares
    Change vs previous 13F -23 shares

    2.49% of the 13F portfolio, value $2,965,740.

    13F-HR 0001997650-26-000004 filed by Red Mountain Financial, 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 7,874 shares
    Change vs previous 13F -96 shares

    2.3% of the 13F portfolio, value $2,436,965.

    13F-HR 0001997650-26-000002 filed by Red Mountain Financial, 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 7,970 shares
    Change vs previous 13F -663 shares

    2.71% of the 13F portfolio, value $2,758,404.

    13F-HR 0001997650-26-000001 filed by Red Mountain Financial, 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 8,633 shares
    Change vs previous 13F -207 shares

    2.89% of the 13F portfolio, value $2,848,193.

    13F-HR 0001997650-25-000007 filed by Red Mountain Financial, 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/A 8,840 shares
    Change vs previous 13F -881 shares

    2.71% of the 13F portfolio, value $2,436,670.

    13F-HR/A 0001997650-25-000005 filed by Red Mountain Financial, 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 9,721 shares
    Change vs previous 13F +5 shares

    1.98% of the 13F portfolio, value $1,627,600.

    13F-HR 0001997650-25-000002 filed by Red Mountain Financial, 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 9,716 shares
    Change vs previous 13F -835 shares

    2.42% of the 13F portfolio, value $2,252,560.

    13F-HR 0001997650-25-000001 filed by Red Mountain Financial, 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 10,551 shares
    Change vs previous 13F not available

    1.94% of the 13F portfolio, value $1,820,098.

    13F-HR 0001997650-24-000004 filed by Red Mountain Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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