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Disclosery

Root Financial Partners, LLC: AVGO position timeline

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

Root Financial Partners, LLC held 32,554 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,554 shares
    Change vs previous 13F +1,572 shares

    0.48% of the 13F portfolio, value $12,297,337.

    13F-HR 0001977181-26-000003 filed by Root Financial Partners, 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 30,982 shares
    Change vs previous 13F -2,313 shares

    0.44% of the 13F portfolio, value $9,589,310.

    13F-HR 0001977181-26-000002 filed by Root Financial Partners, 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 33,295 shares
    Change vs previous 13F +12,016 shares

    0.6% of the 13F portfolio, value $11,523,394.

    13F-HR 0001977181-26-000001 filed by Root Financial Partners, 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 21,279 shares
    Change vs previous 13F +703 shares

    0.43% of the 13F portfolio, value $7,020,071.

    13F-HR 0001977181-25-000004 filed by Root Financial Partners, 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 20,576 shares
    Change vs previous 13F +15,127 shares

    0.55% of the 13F portfolio, value $5,671,752.

    13F-HR 0001977181-25-000002 filed by Root Financial Partners, 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 5,449 shares
    Change vs previous 13F -2,380 shares

    0.1% of the 13F portfolio, value $931,608.

    13F-HR 0001085146-25-002341 filed by Root Financial Partners, 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 7,829 shares
    Change vs previous 13F +3,265 shares

    0.23% of the 13F portfolio, value $1,815,109.

    13F-HR 0001085146-25-000622 filed by Root Financial Partners, 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 4,564 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $787,242.

    13F-HR 0001085146-24-005281 filed by Root Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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