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Smith Group Asset Management, LLC: AVGO position timeline

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

Smith Group Asset Management, LLC held 265,504 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 265,504 shares
    Change vs previous 13F +12,670 shares

    4.08% of the 13F portfolio, value $100,294,136.

    13F-HR 0001893134-26-000003 filed by Smith Group Asset 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 ended2026-03-31
    13F 252,834 shares
    Change vs previous 13F +25,459 shares

    3.99% of the 13F portfolio, value $78,254,651.

    13F-HR 0001893134-26-000002 filed by Smith Group Asset 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 ended2025-12-31
    13F 227,375 shares
    Change vs previous 13F +1,696 shares

    4.17% of the 13F portfolio, value $78,694,487.

    13F-HR 0001893134-26-000001 filed by Smith Group Asset 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 ended2025-09-30
    13F 225,679 shares
    Change vs previous 13F +12,185 shares

    4.28% of the 13F portfolio, value $74,453,759.

    13F-HR 0001893134-25-000007 filed by Smith Group Asset 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 ended2025-06-30
    13F 213,494 shares
    Change vs previous 13F +2,820 shares

    3.86% of the 13F portfolio, value $58,849,621.

    13F-HR 0001085146-25-004336 filed by Smith Group Asset 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 ended2025-03-31
    13F 210,674 shares
    Change vs previous 13F +49,487 shares

    2.64% of the 13F portfolio, value $35,273,148.

    13F-HR 0001085146-25-002371 filed by Smith Group Asset 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 ended2024-12-31
    13F 161,187 shares
    Change vs previous 13F +534 shares

    2.75% of the 13F portfolio, value $37,369,594.

    13F-HR 0001085146-25-000411 filed by Smith Group Asset 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 ended2024-09-30
    13F 160,653 shares
    Change vs previous 13F not available

    2.3% of the 13F portfolio, value $27,712,643.

    13F-HR 0001085146-24-005140 filed by Smith Group Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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