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Disclosery

RFG Advisory, LLC: AVGO position timeline

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

RFG Advisory, LLC held 44,874 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 44,874 shares
    Change vs previous 13F +6,845 shares

    0.27% of the 13F portfolio, value $16,951,203.

    13F-HR 0001633387-26-000008 filed by RFG Advisory, 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 38,029 shares
    Change vs previous 13F +1,060 shares

    0.22% of the 13F portfolio, value $11,770,427.

    13F-HR 0001633387-26-000005 filed by RFG Advisory, 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 36,969 shares
    Change vs previous 13F +1,297 shares

    0.24% of the 13F portfolio, value $12,795,020.

    13F-HR 0001633387-26-000002 filed by RFG Advisory, 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 35,672 shares
    Change vs previous 13F -8,429 shares

    0.24% of the 13F portfolio, value $11,768,600.

    13F-HR 0001633387-25-000006 filed by RFG Advisory, 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 44,101 shares
    Change vs previous 13F -2,672 shares

    0.29% of the 13F portfolio, value $12,156,321.

    13F-HR 0001085146-25-004183 filed by RFG Advisory, 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 46,773 shares
    Change vs previous 13F -820 shares

    0.21% of the 13F portfolio, value $7,831,286.

    13F-HR 0001085146-25-001983 filed by RFG Advisory, 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 47,593 shares
    Change vs previous 13F +3,334 shares

    0.31% of the 13F portfolio, value $11,034,020.

    13F-HR 0001085146-25-000342 filed by RFG Advisory, 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 44,259 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $7,634,625.

    13F-HR 0001085146-24-004971 filed by RFG Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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