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Disclosery

Sageworth Trust Co of South Dakota: AVGO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sageworth Trust Co of South Dakota on AVGO, newest first. How the timeline and the estimate are built.

Sageworth Trust Co of South Dakota held 1,353 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,353 shares
    Change vs previous 13F -1,321 shares

    0.32% of the 13F portfolio, value $511,096.

    13F-HR 0001871593-26-000007 filed by Sageworth Trust Co of South Dakota
    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 2,674 shares
    Change vs previous 13F +2,674 shares

    0.66% of the 13F portfolio, value $827,630.

    13F-HR 0001871593-26-000004 filed by Sageworth Trust Co of South Dakota
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -915 shares

    13F-HR 0001871593-25-000011 filed by Sageworth Trust Co of South Dakota
    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.

  4. period ended2025-06-30
    13F 915 shares
    Change vs previous 13F -485 shares

    0.27% of the 13F portfolio, value $252,220.

    13F-HR 0001871593-25-000007 filed by Sageworth Trust Co of South Dakota
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 1,400 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $234,402.

    13F-HR 0001871593-25-000005 filed by Sageworth Trust Co of South Dakota
    Filed (acceptance time not in the bulk data set), ingested

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