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SCHNIEDERS CAPITAL MANAGEMENT LLC: AVGO position timeline

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

SCHNIEDERS CAPITAL MANAGEMENT LLC held 14,518 AVGO shares at 2025-06-30 per its 13F-HR filed 2025-07-30.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 14,518 shares
    Change vs previous 13F +5,400 shares

    0.7% of the 13F portfolio, value $4,001,887.

    13F-HR 0001603937-25-000003 filed by SCHNIEDERS CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 9,118 shares
    Change vs previous 13F -1,032 shares

    0.33% of the 13F portfolio, value $1,526,627.

    13F-HR 0001603937-25-000002 filed by SCHNIEDERS CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 10,150 shares
    Change vs previous 13F +1,100 shares

    0.47% of the 13F portfolio, value $2,353,176.

    13F-HR 0001603937-25-000001 filed by SCHNIEDERS CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 9,050 shares
    Change vs previous 13F +8,278 shares

    0.3% of the 13F portfolio, value $1,561,125.

    13F-HR 0001603937-24-000004 filed by SCHNIEDERS CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 772 shares
    Change vs previous 13F +50 shares

    0.25% of the 13F portfolio, value $1,239,469.

    13F-HR 0001603937-24-000003 filed by SCHNIEDERS CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 722 shares
    Change vs previous 13F +111 shares

    0.2% of the 13F portfolio, value $956,946.

    13F-HR 0001603937-24-000002 filed by SCHNIEDERS CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 611 shares
    Change vs previous 13F +611 shares

    0.15% of the 13F portfolio, value $682,029.

    13F-HR 0001603937-24-000001 filed by SCHNIEDERS CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 0 shares
    Change vs previous 13F not available

    13F-HR 0001603937-23-000004 filed by SCHNIEDERS CAPITAL MANAGEMENT LLC
    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.