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Stamos Capital Partners, L.P.: AVGO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Stamos Capital Partners, L.P. on AVGO, newest first. How the timeline and the estimate are built.

Stamos Capital Partners, L.P. held 10,758 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,758 shares
    Change vs previous 13F -4,749 shares

    0.62% of the 13F portfolio, value $4,063,835.

    13F-HR 0001172661-26-003352 filed by Stamos Capital Partners, L.P.
    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 15,507 shares
    Change vs previous 13F +7,074 shares

    0.75% of the 13F portfolio, value $4,799,572.

    13F-HR 0001172661-26-001842 filed by Stamos Capital Partners, L.P.
    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 8,433 shares
    Change vs previous 13F -1,464 shares

    0.47% of the 13F portfolio, value $2,918,661.

    13F-HR 0001172661-26-000656 filed by Stamos Capital Partners, L.P.
    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 9,897 shares
    Change vs previous 13F -7,217 shares

    0.62% of the 13F portfolio, value $3,265,119.

    13F-HR 0001172661-25-004754 filed by Stamos Capital Partners, L.P.
    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 17,114 shares
    Change vs previous 13F -1,997 shares

    0.85% of the 13F portfolio, value $4,717,474.

    13F-HR 0001172661-25-003319 filed by Stamos Capital Partners, L.P.
    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 19,111 shares
    Change vs previous 13F +8,401 shares

    0.84% of the 13F portfolio, value $3,199,755.

    13F-HR 0001172661-25-001896 filed by Stamos Capital Partners, L.P.
    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 10,710 shares
    Change vs previous 13F -4,970 shares

    0.58% of the 13F portfolio, value $2,483,006.

    13F-HR 0001172661-25-000774 filed by Stamos Capital Partners, L.P.
    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 15,680 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $2,704,800.

    13F-HR 0001172661-24-004638 filed by Stamos Capital Partners, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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