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Richard Bernstein Advisors LLC: AVGO position timeline

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

Richard Bernstein Advisors LLC held 31,166 AVGO shares at 2026-03-31 per its 13F-HR filed 2026-04-22.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 31,166 shares
    Change vs previous 13F -1,098 shares

    0.28% of the 13F portfolio, value $9,646,189.

    13F-HR 0001420506-26-000702 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 32,264 shares
    Change vs previous 13F -3,314 shares

    0.33% of the 13F portfolio, value $11,166,570.

    13F-HR 0001420506-26-000132 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 35,578 shares
    Change vs previous 13F -39,919 shares

    0.33% of the 13F portfolio, value $11,737,538.

    13F-HR 0001420506-25-003180 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 75,497 shares
    Change vs previous 13F -7,458 shares

    0.51% of the 13F portfolio, value $20,810,746.

    13F-HR 0001420506-25-001714 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 82,955 shares
    Change vs previous 13F -3,757 shares

    0.34% of the 13F portfolio, value $13,889,156.

    13F-HR 0001420506-25-000829 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 86,712 shares
    Change vs previous 13F -3,962 shares

    0.46% of the 13F portfolio, value $20,103,311.

    13F-HR 0001420506-25-000134 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 90,674 shares
    Change vs previous 13F +81,402 shares

    0.34% of the 13F portfolio, value $15,641,265.

    13F-HR 0001420506-24-002253 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 9,272 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $14,886,474.

    13F-HR 0001420506-24-001201 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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