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Schear Investment Advisers, LLC: AVGO position timeline

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

Schear Investment Advisers, LLC held 32,830 AVGO shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 32,830 shares
    Change vs previous 13F -6,131 shares

    1.4% of the 13F portfolio, value $11,529,408.

    13F-HR 0001962838-26-000005 filed by Schear Investment Advisers, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 38,961 shares
    Change vs previous 13F -3,279 shares

    4.92% of the 13F portfolio, value $14,717,518.

    13F-HR 0001962838-26-000003 filed by Schear Investment Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 42,240 shares
    Change vs previous 13F -334 shares

    5.77% of the 13F portfolio, value $13,073,702.

    13F-HR 0001962838-26-000002 filed by Schear Investment Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 42,574 shares
    Change vs previous 13F -1,275 shares

    6.34% of the 13F portfolio, value $14,734,861.

    13F-HR 0001962838-26-000001 filed by Schear Investment Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 43,849 shares
    Change vs previous 13F -311 shares

    6.44% of the 13F portfolio, value $14,466,224.

    13F-HR 0002085853-25-000121 filed by Schear Investment Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 44,160 shares
    Change vs previous 13F -926 shares

    6.03% of the 13F portfolio, value $12,172,704.

    13F-HR 0001667731-25-001130 filed by Schear Investment Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 45,086 shares
    Change vs previous 13F +4,472 shares

    4.35% of the 13F portfolio, value $7,548,749.

    13F-HR 0001667731-25-000568 filed by Schear Investment Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 40,614 shares
    Change vs previous 13F not available

    5.01% of the 13F portfolio, value $9,415,950.

    13F-HR 0001667731-25-000157 filed by Schear Investment Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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