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Sage Mountain Advisors LLC: AVGO position timeline

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

Sage Mountain Advisors LLC held 34,510 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,510 shares
    Change vs previous 13F +1,539 shares

    0.8% of the 13F portfolio, value $13,036,153.

    13F-HR 0001398344-26-013547 filed by Sage Mountain 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 32,971 shares
    Change vs previous 13F -43,496 shares

    0.71% of the 13F portfolio, value $10,204,854.

    13F-HR 0001398344-26-008901 filed by Sage Mountain 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 76,467 shares
    Change vs previous 13F -2,291 shares

    1.4% of the 13F portfolio, value $26,465,301.

    13F-HR 0001398344-26-001120 filed by Sage Mountain 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 78,758 shares
    Change vs previous 13F -1,922 shares

    1.49% of the 13F portfolio, value $25,983,204.

    13F-HR 0001398344-25-019993 filed by Sage Mountain 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 80,680 shares
    Change vs previous 13F +3,895 shares

    1.45% of the 13F portfolio, value $22,239,500.

    13F-HR 0001398344-25-014219 filed by Sage Mountain 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 76,785 shares
    Change vs previous 13F -1,291 shares

    0.95% of the 13F portfolio, value $12,856,148.

    13F-HR 0001398344-25-008521 filed by Sage Mountain 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 78,076 shares
    Change vs previous 13F +3,812 shares

    1.32% of the 13F portfolio, value $18,101,189.

    13F-HR 0001398344-25-002201 filed by Sage Mountain 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 74,264 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $12,810,576.

    13F-HR 0001398344-24-019579 filed by Sage Mountain Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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