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Disclosery

Sterling Financial Group, Inc.: AVGO position timeline

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

Sterling Financial Group, Inc. held 1,815 AVGO shares at 2025-09-30 per its 13F-HR filed 2025-11-17.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 1,815 shares
    Change vs previous 13F -95 shares

    0.19% of the 13F portfolio, value $598,787.

    13F-HR 0001991301-25-000008 filed by Sterling Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 1,910 shares
    Change vs previous 13F +22 shares

    0.18% of the 13F portfolio, value $526,492.

    13F-HR 0001991301-25-000004 filed by Sterling Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 1,888 shares
    Change vs previous 13F +158 shares

    0.11% of the 13F portfolio, value $316,108.

    13F-HR 0001991301-25-000003 filed by Sterling Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 1,730 shares
    Change vs previous 13F +336 shares

    0.15% of the 13F portfolio, value $401,083.

    13F-HR 0001991301-25-000001 filed by Sterling Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 1,394 shares
    Change vs previous 13F +1,258 shares

    0.1% of the 13F portfolio, value $240,465.

    13F-HR 0001991301-24-000007 filed by Sterling Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 136 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $218,352.

    13F-HR 0001991301-24-000005 filed by Sterling Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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