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Royal Fund Management, LLC: AVGO position timeline

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

Royal Fund Management, LLC held 33,018 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,018 shares
    Change vs previous 13F -1,522 shares

    1.04% of the 13F portfolio, value $12,472,657.

    13F-HR 0001172661-26-002681 filed by Royal Fund Management, 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 34,540 shares
    Change vs previous 13F +107 shares

    1.02% of the 13F portfolio, value $10,692,246.

    13F-HR 0001172661-26-002431 filed by Royal Fund Management, 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 34,433 shares
    Change vs previous 13F +2,105 shares

    1.09% of the 13F portfolio, value $11,918,729.

    13F-HR 0001172661-26-000197 filed by Royal Fund Management, 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 32,328 shares
    Change vs previous 13F -14,425 shares

    1.28% of the 13F portfolio, value $10,667,058.

    13F-HR 0001172661-25-004479 filed by Royal Fund Management, 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 46,753 shares
    Change vs previous 13F +3,187 shares

    1.37% of the 13F portfolio, value $12,888,503.

    13F-HR 0001172661-25-003168 filed by Royal Fund Management, 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 43,566 shares
    Change vs previous 13F -767 shares

    0.87% of the 13F portfolio, value $7,303,821.

    13F-HR 0001172661-25-001875 filed by Royal Fund Management, 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 44,333 shares
    Change vs previous 13F +3,922 shares

    1.12% of the 13F portfolio, value $10,291,275.

    13F-HR 0001172661-25-000229 filed by Royal Fund Management, 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 40,411 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $6,979,447.

    13F-HR 0001172661-24-004176 filed by Royal Fund Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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