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Disclosery

Souders Financial Advisors: AVGO position timeline

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

Souders Financial Advisors held 30,788 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,788 shares
    Change vs previous 13F +51 shares

    1.17% of the 13F portfolio, value $11,630,308.

    13F-HR 0001811240-26-000003 filed by Souders Financial Advisors
    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 30,737 shares
    Change vs previous 13F +1,617 shares

    1.09% of the 13F portfolio, value $9,513,455.

    13F-HR 0001811240-26-000002 filed by Souders Financial Advisors
    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 29,120 shares
    Change vs previous 13F -106 shares

    1.15% of the 13F portfolio, value $10,078,307.

    13F-HR 0001811240-26-000001 filed by Souders Financial Advisors
    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 29,226 shares
    Change vs previous 13F -138 shares

    1.15% of the 13F portfolio, value $9,641,874.

    13F-HR 0001811240-25-000006 filed by Souders Financial Advisors
    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 29,364 shares
    Change vs previous 13F +95 shares

    1.03% of the 13F portfolio, value $8,094,316.

    13F-HR 0001811240-25-000004 filed by Souders Financial Advisors
    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 29,269 shares
    Change vs previous 13F -8,098 shares

    0.68% of the 13F portfolio, value $4,900,482.

    13F-HR 0001811240-25-000002 filed by Souders Financial Advisors
    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 37,367 shares
    Change vs previous 13F -7,544 shares

    1.21% of the 13F portfolio, value $8,663,203.

    13F-HR 0001811240-25-000001 filed by Souders Financial Advisors
    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 44,911 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $7,747,225.

    13F-HR 0001811240-24-000005 filed by Souders Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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