Shorepoint Capital Partners LLC: AVGO position timeline

Shorepoint Capital Partners LLC held 91,971 AVGO shares at 2025-09-30 per its 13F-HR filed 2025-10-03.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 91,971 shares

   Change vs previous 13F -15,704 shares

   6.04% of the 13F portfolio, value $30,342,285.

   13F-HR 0001759476-25-000004 filed by Shorepoint Capital Partners LLC
   Filed 2025-10-03 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

2. period ended2025-03-31

   13F 107,675 shares

   Change vs previous 13F -10,697 shares

   4.08% of the 13F portfolio, value $18,028,067.

   13F-HR 0001759476-25-000002 filed by Shorepoint Capital Partners LLC
   Filed 2025-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

3. period ended2024-12-31

   13F 118,372 shares

   Change vs previous 13F -7,044 shares

   6.27% of the 13F portfolio, value $27,443,294.

   13F-HR 0001759476-25-000001 filed by Shorepoint Capital Partners LLC
   Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

4. period ended2024-09-30

   13F 125,416 shares

   Change vs previous 13F +112,060 shares

   4.93% of the 13F portfolio, value $21,634,267.

   13F-HR 0001759476-24-000005 filed by Shorepoint Capital Partners LLC
   Filed 2024-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

5. period ended2024-06-30

   13F 13,356 shares

   Change vs previous 13F -521 shares

   5.03% of the 13F portfolio, value $21,443,626.

   13F-HR 0001759476-24-000003 filed by Shorepoint Capital Partners LLC
   Filed 2024-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

6. period ended2024-03-31

   13F 13,877 shares

   Change vs previous 13F -996 shares

   4.5% of the 13F portfolio, value $18,392,842.

   13F-HR 0001759476-24-000002 filed by Shorepoint Capital Partners LLC
   Filed 2024-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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

7. period ended2023-12-31

   13F 14,873 shares

   Change vs previous 13F not available

   4.45% of the 13F portfolio, value $16,602,110.

   13F-HR 0001759476-24-000001 filed by Shorepoint Capital Partners LLC
   Filed 2024-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

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