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Disclosery

Sara-Bay Financial: AVGO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sara-Bay Financial on AVGO, newest first. How the timeline and the estimate are built.

Sara-Bay Financial held 6,989 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,989 shares
    Change vs previous 13F -32 shares

    0.7% of the 13F portfolio, value $2,640,095.

    13F-HR 0001816444-26-000003 filed by Sara-Bay Financial
    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 7,021 shares
    Change vs previous 13F -358 shares

    0.65% of the 13F portfolio, value $2,173,070.

    13F-HR 0001816444-26-000002 filed by Sara-Bay Financial
    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 7,379 shares
    Change vs previous 13F -130 shares

    0.77% of the 13F portfolio, value $2,581,543.

    13F-HR 0001816444-26-000001 filed by Sara-Bay Financial
    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 7,509 shares
    Change vs previous 13F -64 shares

    0.69% of the 13F portfolio, value $2,477,294.

    13F-HR 0001816444-25-000006 filed by Sara-Bay Financial
    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 7,573 shares
    Change vs previous 13F -393 shares

    0.75% of the 13F portfolio, value $2,087,497.

    13F-HR 0001816444-25-000003 filed by Sara-Bay Financial
    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 7,966 shares
    Change vs previous 13F +62 shares

    0.6% of the 13F portfolio, value $1,347,210.

    13F-HR 0001816444-25-000002 filed by Sara-Bay Financial
    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 7,904 shares
    Change vs previous 13F -124 shares

    0.69% of the 13F portfolio, value $1,862,024.

    13F-HR 0001816444-25-000001 filed by Sara-Bay Financial
    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 8,028 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $1,384,830.

    13F-HR 0001816444-24-000004 filed by Sara-Bay Financial
    Filed (acceptance time not in the bulk data set), ingested

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