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Rock Point Advisors, LLC: AVGO position timeline

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

Rock Point Advisors, LLC held 31,989 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,989 shares
    Change vs previous 13F -5,163 shares

    2.96% of the 13F portfolio, value $12,083,845.

    13F-HR 0001301540-26-000004 filed by Rock Point 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 ended2026-03-31
    13F 37,152 shares
    Change vs previous 13F -529 shares

    3.11% of the 13F portfolio, value $11,498,916.

    13F-HR 0001301540-26-000002 filed by Rock Point 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 ended2025-12-31
    13F 37,681 shares
    Change vs previous 13F -279 shares

    3.26% of the 13F portfolio, value $13,041,394.

    13F-HR 0001301540-26-000001 filed by Rock Point 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 ended2025-09-30
    13F 37,960 shares
    Change vs previous 13F -9,374 shares

    3.32% of the 13F portfolio, value $12,523,384.

    13F-HR 0001301540-25-000009 filed by Rock Point 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 ended2025-06-30
    13F 47,334 shares
    Change vs previous 13F -13,719 shares

    3.68% of the 13F portfolio, value $13,047,634.

    13F-HR 0001301540-25-000005 filed by Rock Point 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 ended2025-03-31
    13F 61,053 shares
    Change vs previous 13F -1,495 shares

    3.15% of the 13F portfolio, value $10,222,114.

    13F-HR 0001301540-25-000003 filed by Rock Point 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 ended2024-12-31
    13F 62,548 shares
    Change vs previous 13F -3,717 shares

    4.23% of the 13F portfolio, value $14,501,143.

    13F-HR 0001301540-25-000001 filed by Rock Point 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 ended2024-09-30
    13F 66,265 shares
    Change vs previous 13F not available

    3.12% of the 13F portfolio, value $11,430,723.

    13F-HR 0001301540-24-000008 filed by Rock Point Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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