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Disclosery

Sowell Financial Services LLC: AVGO position timeline

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

Sowell Financial Services LLC held 51,418 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 51,418 shares
    Change vs previous 13F -1,567 shares

    0.63% of the 13F portfolio, value $19,423,185.

    13F-HR 0001633697-26-000004 filed by Sowell Financial Services 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 52,985 shares
    Change vs previous 13F -1,347 shares

    0.61% of the 13F portfolio, value $16,399,481.

    13F-HR 0001633697-26-000003 filed by Sowell Financial Services 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 54,332 shares
    Change vs previous 13F -9,788 shares

    0.69% of the 13F portfolio, value $18,804,440.

    13F-HR 0001633697-26-000002 filed by Sowell Financial Services 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 64,120 shares
    Change vs previous 13F -20,016 shares

    0.81% of the 13F portfolio, value $21,153,820.

    13F-HR 0001633697-25-000010 filed by Sowell Financial Services 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 84,136 shares
    Change vs previous 13F +5,525 shares

    0.94% of the 13F portfolio, value $23,192,071.

    13F-HR 0001633697-25-000007 filed by Sowell Financial Services 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 78,611 shares
    Change vs previous 13F +1,844 shares

    0.6% of the 13F portfolio, value $13,161,815.

    13F-HR 0001633697-25-000006 filed by Sowell Financial Services 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 76,767 shares
    Change vs previous 13F -9,404 shares

    0.94% of the 13F portfolio, value $17,797,603.

    13F-HR 0001633697-25-000003 filed by Sowell Financial Services 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 86,171 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $14,865,000.

    13F-HR 0001633697-24-000005 filed by Sowell Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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