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SageView Advisory Group, LLC: AVGO position timeline

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

SageView Advisory Group, LLC held 26,952 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,952 shares
    Change vs previous 13F -704 shares

    0.33% of the 13F portfolio, value $10,181,112.

    13F-HR 0001172661-26-003218 filed by SageView Advisory Group, 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 27,656 shares
    Change vs previous 13F -278 shares

    0.31% of the 13F portfolio, value $8,559,598.

    13F-HR 0001172661-26-003214 filed by SageView Advisory Group, 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 27,934 shares
    Change vs previous 13F -1,818 shares

    0.33% of the 13F portfolio, value $9,667,971.

    13F-HR 0001914558-26-000002 filed by SageView Advisory Group, 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 29,752 shares
    Change vs previous 13F -319 shares

    0.34% of the 13F portfolio, value $9,815,393.

    13F-HR 0001172661-25-004748 filed by SageView Advisory Group, 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 30,071 shares
    Change vs previous 13F +5,952 shares

    0.33% of the 13F portfolio, value $8,849,983.

    13F-HR 0001172661-25-003226 filed by SageView Advisory Group, 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 24,119 shares
    Change vs previous 13F +2,363 shares

    0.17% of the 13F portfolio, value $4,038,231.

    13F-HR 0001172661-25-002419 filed by SageView Advisory Group, 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 21,756 shares
    Change vs previous 13F +3,614 shares

    0.22% of the 13F portfolio, value $5,044,030.

    13F-HR 0001172661-25-000782 filed by SageView Advisory Group, 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 18,142 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $3,129,497.

    13F-HR 0001172661-24-005134 filed by SageView Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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