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Running Point Capital Advisors, LLC: AVGO position timeline

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

Running Point Capital Advisors, LLC held 4,863 AVGO shares at 2025-12-31 per its 13F-HR filed 2026-02-17.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 4,863 shares
    Change vs previous 13F -347 shares

    0.46% of the 13F portfolio, value $1,683,087.

    13F-HR 0001398344-26-003250 filed by Running Point Capital 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 ended2025-09-30
    13F 5,210 shares
    Change vs previous 13F +602 shares

    0.46% of the 13F portfolio, value $1,718,831.

    13F-HR 0001398344-25-019878 filed by Running Point Capital 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 ended2025-06-30
    13F 4,608 shares
    Change vs previous 13F -143 shares

    0.35% of the 13F portfolio, value $1,270,195.

    13F-HR 0001398344-25-015005 filed by Running Point Capital 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 ended2025-03-31
    13F 4,751 shares
    Change vs previous 13F +1,948 shares

    0.25% of the 13F portfolio, value $795,460.

    13F-HR 0001398344-25-009551 filed by Running Point Capital 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 ended2024-12-31
    13F 2,803 shares
    Change vs previous 13F +2,803 shares

    0.22% of the 13F portfolio, value $649,755.

    13F-HR 0001398344-25-002420 filed by Running Point Capital 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 ended2024-03-31
    13F 0 shares
    Change vs previous 13F not available

    13F-HR 0001398344-24-009672 filed by Running Point Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.